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 | $56,212 | $140,578-60.0% | $100,671-44.2% | $125,391-55.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -1.12% | 24.67%-25.8pp | 20.43%-21.5pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,369 | $5,965-77.0% | $4,012-65.9% | $4,866-71.9% |
| Participant deferral / active EE | $6,314 | $3,981+58.6% | $3,144+100.8% | $5,352+18.0% |
| Admin fee / account holder | $548 | $6,716-91.8% | $4,850-88.7% | $9,540-94.3% |