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 | $40,053 | $142,344-71.9% | $119,609-66.5% | $134,475-70.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -14.35% | -12.44%-1.9pp | -14.97%+0.6pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,993 | $5,222-42.7% | $4,232-29.3% | $4,740-36.8% |
| Participant deferral / active EE | $3,232 | $6,469-50.0% | $5,602-42.3% | $6,400-49.5% |
| Admin fee / account holder | $724 | $13,584-94.7% | $10,323-93.0% | $11,426-93.7% |