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 | $49,213 | $92,222-46.6% | $76,768-35.9% | $135,375-63.6% |
| Participation rate | 84.6% | 79.8%+4.8pp | 77.0%+7.7pp | 82.6%+2.0pp |
| Annual return | -7.43% | 5.46%-12.9pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,844 | $3,216-42.7% | $2,485-25.8% | $4,779-61.4% |
| Participant deferral / active EE | $3,820 | $4,509-15.3% | $3,852-0.8% | $5,609-31.9% |
| Admin fee / account holder | $633 | $10,748-94.1% | $6,675-90.5% | $10,827-94.1% |