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 | $61,366 | $158,817-61.4% | $121,196-49.4% | $135,375-54.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -5.07% | -0.64%-4.4pp | 16.93%-22.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $3,012 | $5,665-46.8% | $4,022-25.1% | $4,779-37.0% |
| Participant deferral / active EE | $6,494 | $4,005+62.2% | $3,344+94.2% | $5,609+15.8% |
| Admin fee / account holder | $406 | $6,512-93.8% | $5,019-91.9% | $10,827-96.2% |