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 | $57,627 | $127,100-54.7% | $105,738-45.5% | $135,375-57.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -2.72% | 4.49%-7.2pp | 6.27%-9.0pp | 519.73%-522.5pp |
| Employer contribution / active EE | $7,828 | $4,107+90.6% | $3,268+139.5% | $4,779+63.8% |
| Participant deferral / active EE | $10,084 | $5,064+99.1% | $4,080+147.2% | $5,609+79.8% |
| Admin fee / account holder | $3,972 | $9,087-56.3% | $6,913-42.5% | $10,827-63.3% |