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 | $11,690 | $69,518-83.2% | $59,878-80.5% | $135,375-91.4% |
| Participation rate | 93.3% | 77.8%+15.5pp | 74.7%+18.6pp | 82.6%+10.7pp |
| Annual return | -5.38% | 7.94%-13.3pp | 3.46%-8.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $2,492 | $3,235-23.0% | $2,722-8.4% | $4,779-47.9% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $692 | $5,734-87.9% | $3,590-80.7% | $10,827-93.6% |