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 3-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 | $25,501 | $85,790-70.3% | $67,313-62.1% | $135,375-81.2% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -4.80% | -0.54%-4.3pp | -4.08%-0.7pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,482 | $3,487-57.5% | $2,566-42.2% | $4,779-69.0% |
| Participant deferral / active EE | $4,209 | $4,651-9.5% | $3,568+17.9% | $5,609-25.0% |
| Admin fee / account holder | $315 | $6,392-95.1% | $4,507-93.0% | $10,827-97.1% |