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 | $46,660 | $99,032-52.9% | $80,019-41.7% | $135,375-65.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.48% | 15.39%-21.9pp | 11.22%-17.7pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,809 | $3,043-40.5% | $2,468-26.7% | $4,779-62.1% |
| Participant deferral / active EE | $3,602 | $4,282-15.9% | $3,686-2.3% | $5,609-35.8% |
| Admin fee / account holder | $6,415 | $10,436-38.5% | $6,521-1.6% | $10,827-40.7% |