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 | $44,340 | $87,705-49.4% | $63,517-30.2% | $125,391-64.6% |
| Participation rate | 75.0% | 77.0%-2.0pp | 71.0%+4.0pp | 83.2%-8.2pp |
| Annual return | -0.77% | 21.70%-22.5pp | -70.30%+69.5pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,889 | $3,601-47.5% | $2,322-18.6% | $4,866-61.2% |
| Participant deferral / active EE | $7,230 | $3,939+83.5% | $2,953+144.8% | $5,352+35.1% |
| Admin fee / account holder | $394 | $11,948-96.7% | $5,892-93.3% | $9,540-95.9% |