See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,722 | $64,707-26.2% | $112,228-57.5% | $68,494-30.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 18.65% | -11.40%+30.0pp | 27.45%-8.8pp | -7.84%+26.5pp |
| Employer contribution / active EE | $7,636 | $2,746+178.1% | $3,635+110.1% | $2,596+194.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $489 | $5,232-90.7% | $6,410-92.4% | $5,403-90.9% |