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 | $49,386 | $95,862-48.5% | $79,550-37.9% | $134,475-63.3% |
| Participation rate | 88.9% | 75.0%+13.9pp | 69.5%+19.4pp | 81.2%+7.7pp |
| Annual return | -17.59% | -2.69%-14.9pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $1,661 | $3,128-46.9% | $2,413-31.1% | $4,740-64.9% |
| Participant deferral / active EE | $3,069 | $4,693-34.6% | $3,985-23.0% | $6,400-52.0% |
| Admin fee / account holder | $959 | $9,126-89.5% | $6,832-86.0% | $11,426-91.6% |