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 | $65,246 | $107,791-39.5% | $90,645-28.0% | $135,375-51.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -6.96% | -0.90%-6.1pp | 1.88%-8.8pp | 519.73%-526.7pp |
| Employer contribution / active EE | $873 | $3,018-71.1% | $2,532-65.5% | $4,779-81.7% |
| Participant deferral / active EE | $9,330 | $3,872+140.9% | $3,425+172.4% | $5,609+66.3% |
| Admin fee / account holder | $623 | $5,930-89.5% | $4,994-87.5% | $10,827-94.3% |