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 | $41,133 | $105,860-61.1% | $90,749-54.7% | $134,475-69.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -13.95% | -11.01%-2.9pp | -12.16%-1.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,943 | $3,462-43.9% | $2,921-33.5% | $4,740-59.0% |
| Participant deferral / active EE | $5,027 | $5,216-3.6% | $4,564+10.1% | $6,400-21.5% |
| Admin fee / account holder | $20,853 | $13,938+49.6% | $8,445+146.9% | $11,426+82.5% |