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 9-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 | $35,133 | $69,518-49.5% | $59,878-41.3% | $135,375-74.0% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.7%-3.3pp | 82.6%-11.2pp |
| Annual return | -4.07% | 7.94%-12.0pp | 3.46%-7.5pp | 519.73%-523.8pp |
| Employer contribution / active EE | $4,138 | $3,235+27.9% | $2,722+52.0% | $4,779-13.4% |
| Participant deferral / active EE | $780 | $4,206-81.4% | $3,402-77.1% | $5,609-86.1% |
| Admin fee / account holder | $8,001 | $5,734+39.5% | $3,590+122.8% | $10,827-26.1% |