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 | $46,524 | $158,817-70.7% | $121,196-61.6% | $135,375-65.6% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.7%+22.0pp | 82.6%+11.1pp |
| Annual return | -7.11% | -0.64%-6.5pp | 16.93%-24.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $973 | $5,665-82.8% | $4,022-75.8% | $4,779-79.6% |
| Participant deferral / active EE | $2,249 | $4,005-43.8% | $3,344-32.8% | $5,609-59.9% |
| Admin fee / account holder | $6,591 | $6,512+1.2% | $5,019+31.3% | $10,827-39.1% |