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 | $51,823 | $67,331-23.0% | $60,874-14.9% | $134,475-61.5% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -5.71% | 49.93%-55.6pp | 16.90%-22.6pp | 417.96%-423.7pp |
| Employer contribution / active EE | $2,588 | $3,096-16.4% | $2,701-4.2% | $4,740-45.4% |
| Participant deferral / active EE | $2,789 | $4,538-38.5% | $3,817-26.9% | $6,400-56.4% |
| Admin fee / account holder | $6,770 | $4,582+47.8% | $3,224+110.0% | $11,426-40.7% |