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 | $39,362 | $211,958-81.4% | $169,463-76.8% | $135,375-70.9% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -4.57% | 3.26%-7.8pp | 1.83%-6.4pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,686 | $5,120-67.1% | $4,159-59.5% | $4,779-64.7% |
| Participant deferral / active EE | $8,272 | $6,075+36.2% | $5,277+56.8% | $5,609+47.5% |
| Admin fee / account holder | $751 | $11,471-93.5% | $9,109-91.8% | $10,827-93.1% |