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 | $70,344 | $92,222-23.7% | $76,768-8.4% | $135,375-48.0% |
| Participation rate | 93.3% | 79.8%+13.6pp | 77.0%+16.4pp | 82.6%+10.7pp |
| Annual return | -8.56% | 5.46%-14.0pp | 2.43%-11.0pp | 519.73%-528.3pp |
| Employer contribution / active EE | $14,111 | $3,216+338.8% | $2,485+467.8% | $4,779+195.3% |
| Participant deferral / active EE | $4,790 | $4,509+6.2% | $3,852+24.4% | $5,609-14.6% |
| Admin fee / account holder | $700 | $10,748-93.5% | $6,675-89.5% | $10,827-93.5% |