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 | $48,973 | $95,971-49.0% | $74,550-34.3% | $135,375-63.8% |
| Participation rate | 91.3% | 75.7%+15.7pp | 69.1%+22.2pp | 82.6%+8.7pp |
| Annual return | -6.49% | 56.96%-63.5pp | 32.53%-39.0pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,204 | $2,716-55.7% | $1,961-38.6% | $4,779-74.8% |
| Participant deferral / active EE | $2,208 | $3,843-42.5% | $3,108-28.9% | $5,609-60.6% |
| Admin fee / account holder | $6,114 | $6,522-6.2% | $5,060+20.8% | $10,827-43.5% |