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 | $55,278 | $211,958-73.9% | $169,463-67.4% | $135,375-59.2% |
| Participation rate | 94.1% | 82.6%+11.5pp | 77.8%+16.3pp | 82.6%+11.5pp |
| Annual return | -3.57% | 3.26%-6.8pp | 1.83%-5.4pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,696 | $5,120-47.3% | $4,159-35.2% | $4,779-43.6% |
| Participant deferral / active EE | $5,044 | $6,075-17.0% | $5,277-4.4% | $5,609-10.1% |
| Admin fee / account holder | $383 | $11,471-96.7% | $9,109-95.8% | $10,827-96.5% |