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 | $32,339 | $105,860-69.5% | $90,749-64.4% | $134,475-76.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.02% | -11.01%-3.0pp | -12.16%-1.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,077 | $3,462-40.0% | $2,921-28.9% | $4,740-56.2% |
| Participant deferral / active EE | $2,979 | $5,216-42.9% | $4,564-34.7% | $6,400-53.5% |
| Admin fee / account holder | $6,112 | $13,938-56.1% | $8,445-27.6% | $11,426-46.5% |