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 | $47,708 | $97,044-50.8% | $83,333-42.8% | $135,375-64.8% |
| Participation rate | 86.7% | 80.4%+6.3pp | 77.8%+8.9pp | 82.6%+4.0pp |
| Annual return | -6.43% | 12.31%-18.7pp | 10.63%-17.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,929 | $4,143-5.2% | $3,379+16.3% | $4,779-17.8% |
| Participant deferral / active EE | $3,575 | $5,964-40.1% | $5,565-35.8% | $5,609-36.3% |
| Admin fee / account holder | $349 | $8,380-95.8% | $7,510-95.4% | $10,827-96.8% |