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 | $59,436 | $97,044-38.8% | $83,333-28.7% | $135,375-56.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -6.82% | 12.31%-19.1pp | 10.63%-17.5pp | 519.73%-526.6pp |
| Employer contribution / active EE | $2,223 | $4,143-46.3% | $3,379-34.2% | $4,779-53.5% |
| Participant deferral / active EE | $6,178 | $5,964+3.6% | $5,565+11.0% | $5,609+10.1% |
| Admin fee / account holder | $550 | $8,380-93.4% | $7,510-92.7% | $10,827-94.9% |