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 | $60,662 | $99,032-38.7% | $80,019-24.2% | $135,375-55.2% |
| Participation rate | 90.0% | 78.4%+11.6pp | 75.8%+14.2pp | 82.6%+7.4pp |
| Annual return | -4.26% | 15.39%-19.7pp | 11.22%-15.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $1,642 | $3,043-46.0% | $2,468-33.5% | $4,779-65.6% |
| Participant deferral / active EE | $2,574 | $4,282-39.9% | $3,686-30.2% | $5,609-54.1% |
| Admin fee / account holder | $1,102 | $10,436-89.4% | $6,521-83.1% | $10,827-89.8% |