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 | $61,690 | $107,791-42.8% | $90,645-31.9% | $135,375-54.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.24% | -0.90%-4.3pp | 1.88%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $289 | $3,018-90.4% | $2,532-88.6% | $4,779-94.0% |
| Participant deferral / active EE | $8,234 | $3,872+112.7% | $3,425+140.4% | $5,609+46.8% |
| Admin fee / account holder | $373 | $5,930-93.7% | $4,994-92.5% | $10,827-96.6% |