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 | $45,986 | $97,044-52.6% | $83,333-44.8% | $135,375-66.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 77.8%+11.1pp | 82.6%+6.2pp |
| Annual return | -9.06% | 12.31%-21.4pp | 10.63%-19.7pp | 519.73%-528.8pp |
| Employer contribution / active EE | $5,099 | $4,143+23.1% | $3,379+50.9% | $4,779+6.7% |
| Participant deferral / active EE | $8,950 | $5,964+50.1% | $5,565+60.8% | $5,609+59.6% |
| Admin fee / account holder | $1,122 | $8,380-86.6% | $7,510-85.1% | $10,827-89.6% |