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 | $50,465 | $105,860-52.3% | $90,749-44.4% | $134,475-62.5% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -16.12% | -11.01%-5.1pp | -12.16%-4.0pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,777 | $3,462-19.8% | $2,921-4.9% | $4,740-41.4% |
| Participant deferral / active EE | $4,377 | $5,216-16.1% | $4,564-4.1% | $6,400-31.6% |
| Admin fee / account holder | $1,038 | $13,938-92.6% | $8,445-87.7% | $11,426-90.9% |