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 | $48,034 | $147,167-67.4% | $111,392-56.9% | $135,375-64.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.12% | -4.44%-2.7pp | -2.06%-5.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,809 | $5,204-46.0% | $4,328-35.1% | $4,779-41.2% |
| Participant deferral / active EE | $5,199 | $6,565-20.8% | $5,567-6.6% | $5,609-7.3% |
| Admin fee / account holder | $566 | $20,270-97.2% | $12,266-95.4% | $10,827-94.8% |