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 | $46,183 | $100,754-54.2% | $86,677-46.7% | $134,475-65.7% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -13.86% | 29.04%-42.9pp | 35.91%-49.8pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,517 | $3,489-27.9% | $2,836-11.2% | $4,740-46.9% |
| Participant deferral / active EE | $5,711 | $5,338+7.0% | $4,656+22.7% | $6,400-10.8% |
| Admin fee / account holder | $636 | $10,926-94.2% | $7,493-91.5% | $11,426-94.4% |