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 | $60,256 | $92,222-34.7% | $76,768-21.5% | $135,375-55.5% |
| Participation rate | 94.1% | 79.8%+14.4pp | 77.0%+17.2pp | 82.6%+11.5pp |
| Annual return | -7.76% | 5.46%-13.2pp | 2.43%-10.2pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,145 | $3,216+28.9% | $2,485+66.8% | $4,779-13.3% |
| Participant deferral / active EE | $2,078 | $4,509-53.9% | $3,852-46.1% | $5,609-63.0% |
| Admin fee / account holder | $2,623 | $10,748-75.6% | $6,675-60.7% | $10,827-75.8% |