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 | $29,101 | $100,754-71.1% | $86,677-66.4% | $134,475-78.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -10.60% | 29.04%-39.6pp | 35.91%-46.5pp | 417.96%-428.6pp |
| Employer contribution / active EE | $6,759 | $3,489+93.7% | $2,836+138.3% | $4,740+42.6% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $72,720 | $10,926+565.6% | $7,493+870.5% | $11,426+536.5% |