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 | $48,006 | $92,222-47.9% | $76,768-37.5% | $135,375-64.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -7.98% | 5.46%-13.4pp | 2.43%-10.4pp | 519.73%-527.7pp |
| Employer contribution / active EE | $4,444 | $3,216+38.2% | $2,485+78.8% | $4,779-7.0% |
| Participant deferral / active EE | $9,711 | $4,509+115.4% | $3,852+152.1% | $5,609+73.1% |
| Admin fee / account holder | $487 | $10,748-95.5% | $6,675-92.7% | $10,827-95.5% |