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 | $59,792 | $105,860-43.5% | $90,749-34.1% | $134,475-55.5% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.7%+8.9pp | 81.2%+3.4pp |
| Annual return | -16.95% | -11.01%-5.9pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,184 | $3,462-36.9% | $2,921-25.2% | $4,740-53.9% |
| Participant deferral / active EE | $5,886 | $5,216+12.9% | $4,564+29.0% | $6,400-8.0% |
| Admin fee / account holder | $461 | $13,938-96.7% | $8,445-94.5% | $11,426-96.0% |