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 | $42,482 | $95,862-55.7% | $79,550-46.6% | $134,475-68.4% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -7.20% | -2.69%-4.5pp | 0.16%-7.4pp | 417.96%-425.2pp |
| Employer contribution / active EE | $1,194 | $3,128-61.8% | $2,413-50.5% | $4,740-74.8% |
| Participant deferral / active EE | $5,570 | $4,693+18.7% | $3,985+39.8% | $6,400-13.0% |
| Admin fee / account holder | $837 | $9,126-90.8% | $6,832-87.7% | $11,426-92.7% |