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 | $71,103 | $99,032-28.2% | $80,019-11.1% | $135,375-47.5% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | -6.52% | 15.39%-21.9pp | 11.22%-17.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,557 | $3,043-48.8% | $2,468-36.9% | $4,779-67.4% |
| Participant deferral / active EE | $3,450 | $4,282-19.4% | $3,686-6.4% | $5,609-38.5% |
| Admin fee / account holder | $519 | $10,436-95.0% | $6,521-92.0% | $10,827-95.2% |