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 | $25,548 | $97,044-73.7% | $83,333-69.3% | $135,375-81.1% |
| Participation rate | 80.0% | 80.4%-0.4pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -3.60% | 12.31%-15.9pp | 10.63%-14.2pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,084 | $4,143-49.7% | $3,379-38.3% | $4,779-56.4% |
| Participant deferral / active EE | $9,301 | $5,964+55.9% | $5,565+67.1% | $5,609+65.8% |
| Admin fee / account holder | $327 | $8,380-96.1% | $7,510-95.6% | $10,827-97.0% |