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 | $31,386 | $67,331-53.4% | $60,874-48.4% | $134,475-76.7% |
| Participation rate | 82.4% | 76.2%+6.2pp | 73.1%+9.2pp | 81.2%+1.1pp |
| Annual return | -11.00% | 49.93%-60.9pp | 16.90%-27.9pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,462 | $3,096-52.8% | $2,701-45.9% | $4,740-69.2% |
| Participant deferral / active EE | $4,243 | $4,538-6.5% | $3,817+11.2% | $6,400-33.7% |
| Admin fee / account holder | $753 | $4,582-83.6% | $3,224-76.6% | $11,426-93.4% |