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 | $55,010 | $97,044-43.3% | $83,333-34.0% | $135,375-59.4% |
| Participation rate | 85.7% | 80.4%+5.3pp | 77.8%+8.0pp | 82.6%+3.1pp |
| Annual return | -5.87% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $2,090 | $4,143-49.5% | $3,379-38.1% | $4,779-56.3% |
| Participant deferral / active EE | $8,781 | $5,964+47.2% | $5,565+57.8% | $5,609+56.6% |
| Admin fee / account holder | $330 | $8,380-96.1% | $7,510-95.6% | $10,827-97.0% |