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 | $36,908 | $142,344-74.1% | $119,609-69.1% | $134,475-72.6% |
| Participation rate | 95.8% | 82.8%+13.0pp | 79.3%+16.6pp | 81.2%+14.6pp |
| Annual return | -16.14% | -12.44%-3.7pp | -14.97%-1.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,814 | $5,222-65.3% | $4,232-57.1% | $4,740-61.7% |
| Participant deferral / active EE | $6,596 | $6,469+2.0% | $5,602+17.7% | $6,400+3.1% |
| Admin fee / account holder | $819 | $13,584-94.0% | $10,323-92.1% | $11,426-92.8% |