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 | $37,744 | $105,860-64.3% | $90,749-58.4% | $134,475-71.9% |
| Participation rate | 89.5% | 78.2%+11.2pp | 75.7%+13.8pp | 81.2%+8.3pp |
| Annual return | -8.10% | -11.01%+2.9pp | -12.16%+4.1pp | 417.96%-426.1pp |
| Employer contribution / active EE | $2,512 | $3,462-27.5% | $2,921-14.0% | $4,740-47.0% |
| Participant deferral / active EE | $4,091 | $5,216-21.6% | $4,564-10.4% | $6,400-36.1% |
| Admin fee / account holder | $11,540 | $13,938-17.2% | $8,445+36.7% | $11,426+1.0% |