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 | $27,409 | $99,032-72.3% | $80,019-65.7% | $135,375-79.8% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -4.17% | 15.39%-19.6pp | 11.22%-15.4pp | 519.73%-523.9pp |
| Employer contribution / active EE | $2,335 | $3,043-23.3% | $2,468-5.4% | $4,779-51.1% |
| Participant deferral / active EE | $4,525 | $4,282+5.7% | $3,686+22.8% | $5,609-19.3% |
| Admin fee / account holder | $40,785 | $10,436+290.8% | $6,521+525.5% | $10,827+276.7% |