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 | $24,936 | $69,010-63.9% | $159,960-84.4% | $68,494-63.6% |
| Participation rate | 92.0% | 65.4%+26.6pp | 78.0%+14.0pp | 67.9%+24.1pp |
| Annual return | -13.37% | -9.65%-3.7pp | 408.60%-422.0pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,183 | $2,213-1.4% | $4,226-48.3% | $2,596-15.9% |
| Participant deferral / active EE | $3,782 | $4,212-10.2% | $6,182-38.8% | $4,027-6.1% |
| Admin fee / account holder | $538 | $4,798-88.8% | $8,698-93.8% | $5,403-90.0% |