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 | $60,990 | $87,540-30.3% | $75,781-19.5% | $125,391-51.4% |
| Participation rate | 88.9% | 80.2%+8.7pp | 75.8%+13.1pp | 83.2%+5.7pp |
| Annual return | -3.19% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $4,550 | $3,930+15.8% | $3,323+36.9% | $4,866-6.5% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,292 | $6,502+12.2% | $5,299+37.6% | $9,540-23.6% |