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 | $45,452 | $93,024-51.1% | $77,024-41.0% | $134,475-66.2% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -20.62% | 62.60%-83.2pp | 42.32%-62.9pp | 417.96%-438.6pp |
| Employer contribution / active EE | $2,652 | $3,418-22.4% | $2,812-5.7% | $4,740-44.0% |
| Participant deferral / active EE | $5,271 | $5,238+0.6% | $4,426+19.1% | $6,400-17.6% |
| Admin fee / account holder | $63,276 | $6,944+811.2% | $5,425+1066.3% | $11,426+453.8% |