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 | $33,869 | $158,817-78.7% | $121,196-72.1% | $135,375-75.0% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.7%+19.9pp | 82.6%+9.0pp |
| Annual return | -8.67% | -0.64%-8.0pp | 16.93%-25.6pp | 519.73%-528.4pp |
| Employer contribution / active EE | $1,350 | $5,665-76.2% | $4,022-66.4% | $4,779-71.8% |
| Participant deferral / active EE | $2,480 | $4,005-38.1% | $3,344-25.9% | $5,609-55.8% |
| Admin fee / account holder | $1,091 | $6,512-83.2% | $5,019-78.3% | $10,827-89.9% |