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 | $45,050 | $142,344-68.4% | $119,609-62.3% | $134,475-66.5% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -12.25% | -12.44%+0.2pp | -14.97%+2.7pp | 417.96%-430.2pp |
| Employer contribution / active EE | $9,914 | $5,222+89.9% | $4,232+134.3% | $4,740+109.2% |
| Participant deferral / active EE | $7,086 | $6,469+9.5% | $5,602+26.5% | $6,400+10.7% |
| Admin fee / account holder | $38,432 | $13,584+182.9% | $10,323+272.3% | $11,426+236.4% |