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 | $45,149 | $90,590-50.2% | $90,782-50.3% | $135,375-66.6% |
| Participation rate | 90.9% | 83.7%+7.2pp | 82.7%+8.3pp | 82.6%+8.3pp |
| Annual return | -7.45% | -3.40%-4.0pp | -3.42%-4.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $12,273 | $4,352+182.0% | $4,105+199.0% | $4,779+156.8% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $14,674 | $7,683+91.0% | $5,908+148.4% | $10,827+35.5% |