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 | $59,745 | $106,115-43.7% | $85,969-30.5% | $125,391-52.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -1.61% | 13.93%-15.5pp | 9.32%-10.9pp | 282.22%-283.8pp |
| Employer contribution / active EE | $2,656 | $4,537-41.5% | $3,474-23.5% | $4,866-45.4% |
| Participant deferral / active EE | $5,625 | $4,859+15.7% | $3,829+46.9% | $5,352+5.1% |
| Admin fee / account holder | $474 | $8,144-94.2% | $6,053-92.2% | $9,540-95.0% |