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 | $56,117 | $211,958-73.5% | $169,463-66.9% | $135,375-58.5% |
| Participation rate | 93.3% | 82.6%+10.7pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -6.00% | 3.26%-9.3pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,392 | $5,120-72.8% | $4,159-66.5% | $4,779-70.9% |
| Participant deferral / active EE | $3,125 | $6,075-48.6% | $5,277-40.8% | $5,609-44.3% |
| Admin fee / account holder | $1,137 | $11,471-90.1% | $9,109-87.5% | $10,827-89.5% |