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 | $34,556 | $97,044-64.4% | $83,333-58.5% | $135,375-74.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.18% | 12.31%-21.5pp | 10.63%-19.8pp | 519.73%-528.9pp |
| Employer contribution / active EE | $12,913 | $4,143+211.7% | $3,379+282.2% | $4,779+170.2% |
| Participant deferral / active EE | $12,833 | $5,964+115.2% | $5,565+130.6% | $5,609+128.8% |
| Admin fee / account holder | $10,022 | $8,380+19.6% | $7,510+33.4% | $10,827-7.4% |