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 | $91,033 | $211,958-57.1% | $169,463-46.3% | $135,375-32.8% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -6.63% | 3.26%-9.9pp | 1.83%-8.5pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,602 | $5,120-68.7% | $4,159-61.5% | $4,779-66.5% |
| Participant deferral / active EE | $3,204 | $6,075-47.3% | $5,277-39.3% | $5,609-42.9% |
| Admin fee / account holder | $444 | $11,471-96.1% | $9,109-95.1% | $10,827-95.9% |