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 | $20,832 | $95,862-78.3% | $79,550-73.8% | $134,475-84.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -15.32% | -2.69%-12.6pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $2,640 | $3,128-15.6% | $2,413+9.4% | $4,740-44.3% |
| Participant deferral / active EE | $4,723 | $4,693+0.6% | $3,985+18.5% | $6,400-26.2% |
| Admin fee / account holder | $586 | $9,126-93.6% | $6,832-91.4% | $11,426-94.9% |