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 | $54,741 | $97,044-43.6% | $83,333-34.3% | $135,375-59.6% |
| Participation rate | 93.3% | 80.4%+12.9pp | 77.8%+15.6pp | 82.6%+10.7pp |
| Annual return | -7.87% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,821 | $4,143-56.0% | $3,379-46.1% | $4,779-61.9% |
| Participant deferral / active EE | $4,803 | $5,964-19.5% | $5,565-13.7% | $5,609-14.4% |
| Admin fee / account holder | $1,151 | $8,380-86.3% | $7,510-84.7% | $10,827-89.4% |