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 | $55,278 | $105,860-47.8% | $90,749-39.1% | $134,475-58.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.55% | -11.01%-1.5pp | -12.16%-0.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $1,080 | $3,462-68.8% | $2,921-63.0% | $4,740-77.2% |
| Participant deferral / active EE | $2,149 | $5,216-58.8% | $4,564-52.9% | $6,400-66.4% |
| Admin fee / account holder | $1,625 | $13,938-88.3% | $8,445-80.8% | $11,426-85.8% |