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 | $36,855 | $97,044-62.0% | $83,333-55.8% | $135,375-72.8% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | -6.06% | 12.31%-18.4pp | 10.63%-16.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $4,873 | $4,143+17.6% | $3,379+44.2% | $4,779+2.0% |
| Participant deferral / active EE | $5,362 | $5,964-10.1% | $5,565-3.7% | $5,609-4.4% |
| Admin fee / account holder | $754 | $8,380-91.0% | $7,510-90.0% | $10,827-93.0% |