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 | $49,334 | $84,527-41.6% | $67,711-27.1% | $125,391-60.7% |
| Participation rate | 93.8% | 74.8%+19.0pp | 67.5%+26.2pp | 83.2%+10.6pp |
| Annual return | 0.26% | 2.57%-2.3pp | 25.41%-25.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $2,033 | $3,292-38.2% | $2,559-20.6% | $4,866-58.2% |
| Participant deferral / active EE | $3,086 | $4,429-30.3% | $3,585-13.9% | $5,352-42.3% |
| Admin fee / account holder | $315 | $5,340-94.1% | $4,255-92.6% | $9,540-96.7% |