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 | $57,604 | $211,958-72.8% | $169,463-66.0% | $135,375-57.4% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -8.08% | 3.26%-11.3pp | 1.83%-9.9pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,023 | $5,120-60.5% | $4,159-51.4% | $4,779-57.7% |
| Participant deferral / active EE | $5,039 | $6,075-17.1% | $5,277-4.5% | $5,609-10.2% |
| Admin fee / account holder | $442 | $11,471-96.1% | $9,109-95.1% | $10,827-95.9% |