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 | $70,940 | $99,032-28.4% | $80,019-11.3% | $135,375-47.6% |
| Participation rate | 93.3% | 78.4%+15.0pp | 75.8%+17.5pp | 82.6%+10.7pp |
| Annual return | -7.90% | 15.39%-23.3pp | 11.22%-19.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $5,138 | $3,043+68.8% | $2,468+108.2% | $4,779+7.5% |
| Participant deferral / active EE | $6,341 | $4,282+48.1% | $3,686+72.0% | $5,609+13.1% |
| Admin fee / account holder | $1,922 | $10,436-81.6% | $6,521-70.5% | $10,827-82.3% |