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 | $47,968 | $87,540-45.2% | $75,781-36.7% | $125,391-61.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -0.83% | 13.48%-14.3pp | 9.68%-10.5pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,937 | $3,930-25.3% | $3,323-11.6% | $4,866-39.6% |
| Participant deferral / active EE | $6,564 | $4,229+55.2% | $3,651+79.8% | $5,352+22.7% |
| Admin fee / account holder | $1,024 | $6,502-84.2% | $5,299-80.7% | $9,540-89.3% |