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 | $47,361 | $99,032-52.2% | $80,019-40.8% | $135,375-65.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.82% | 15.39%-20.2pp | 11.22%-16.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,761 | $3,043-42.1% | $2,468-28.7% | $4,779-63.2% |
| Participant deferral / active EE | $4,365 | $4,282+1.9% | $3,686+18.4% | $5,609-22.2% |
| Admin fee / account holder | $488 | $10,436-95.3% | $6,521-92.5% | $10,827-95.5% |