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 | $51,681 | $97,044-46.7% | $83,333-38.0% | $135,375-61.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.92% | 12.31%-19.2pp | 10.63%-17.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,303 | $4,143-20.3% | $3,379-2.2% | $4,779-30.9% |
| Participant deferral / active EE | $8,187 | $5,964+37.3% | $5,565+47.1% | $5,609+46.0% |
| Admin fee / account holder | $4,973 | $8,380-40.7% | $7,510-33.8% | $10,827-54.1% |