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 | $59,316 | $158,817-62.7% | $121,196-51.1% | $135,375-56.2% |
| Participation rate | 88.9% | 79.3%+9.6pp | 71.7%+17.1pp | 82.6%+6.2pp |
| Annual return | -6.11% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,070 | $5,665-81.1% | $4,022-73.4% | $4,779-77.6% |
| Participant deferral / active EE | $3,548 | $4,005-11.4% | $3,344+6.1% | $5,609-36.7% |
| Admin fee / account holder | $8,797 | $6,512+35.1% | $5,019+75.3% | $10,827-18.8% |