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 | $46,133 | $93,024-50.4% | $77,024-40.1% | $134,475-65.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -15.70% | 62.60%-78.3pp | 42.32%-58.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,850 | $3,418-45.9% | $2,812-34.2% | $4,740-61.0% |
| Participant deferral / active EE | $0 | $5,238-100.0% | $4,426-100.0% | $6,400-100.0% |
| Admin fee / account holder | $463 | $6,944-93.3% | $5,425-91.5% | $11,426-95.9% |