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 | $39,685 | $158,817-75.0% | $121,196-67.3% | $135,375-70.7% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.7%+19.9pp | 82.6%+9.0pp |
| Annual return | -7.77% | -0.64%-7.1pp | 16.93%-24.7pp | 519.73%-527.5pp |
| Employer contribution / active EE | $1,034 | $5,665-81.7% | $4,022-74.3% | $4,779-78.4% |
| Participant deferral / active EE | $3,901 | $4,005-2.6% | $3,344+16.6% | $5,609-30.4% |
| Admin fee / account holder | $467 | $6,512-92.8% | $5,019-90.7% | $10,827-95.7% |