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 | $46,184 | $95,862-51.8% | $79,550-41.9% | $134,475-65.7% |
| Participation rate | 76.5% | 75.0%+1.4pp | 69.5%+7.0pp | 81.2%-4.8pp |
| Annual return | -15.76% | -2.69%-13.1pp | 0.16%-15.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,752 | $3,128-44.0% | $2,413-27.4% | $4,740-63.0% |
| Participant deferral / active EE | $3,730 | $4,693-20.5% | $3,985-6.4% | $6,400-41.7% |
| Admin fee / account holder | $984 | $9,126-89.2% | $6,832-85.6% | $11,426-91.4% |