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 | $46,507 | $97,044-52.1% | $83,333-44.2% | $135,375-65.6% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -4.46% | 12.31%-16.8pp | 10.63%-15.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,603 | $4,143-37.2% | $3,379-23.0% | $4,779-45.5% |
| Participant deferral / active EE | $7,704 | $5,964+29.2% | $5,565+38.4% | $5,609+37.4% |
| Admin fee / account holder | $816 | $8,380-90.3% | $7,510-89.1% | $10,827-92.5% |