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 | $57,296 | $100,754-43.1% | $86,677-33.9% | $134,475-57.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.86% | 29.04%-43.9pp | 35.91%-50.8pp | 417.96%-432.8pp |
| Employer contribution / active EE | $2,530 | $3,489-27.5% | $2,836-10.8% | $4,740-46.6% |
| Participant deferral / active EE | $8,982 | $5,338+68.3% | $4,656+92.9% | $6,400+40.3% |
| Admin fee / account holder | $371 | $10,926-96.6% | $7,493-95.0% | $11,426-96.8% |