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 | $47,146 | $105,860-55.5% | $90,749-48.0% | $134,475-64.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -14.49% | -11.01%-3.5pp | -12.16%-2.3pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,829 | $3,462+10.6% | $2,921+31.1% | $4,740-19.2% |
| Participant deferral / active EE | $8,358 | $5,216+60.3% | $4,564+83.1% | $6,400+30.6% |
| Admin fee / account holder | $2,759 | $13,938-80.2% | $8,445-67.3% | $11,426-75.9% |