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 | $61,739 | $95,862-35.6% | $79,550-22.4% | $134,475-54.1% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -15.48% | -2.69%-12.8pp | 0.16%-15.6pp | 417.96%-433.4pp |
| Employer contribution / active EE | $2,112 | $3,128-32.5% | $2,413-12.5% | $4,740-55.4% |
| Participant deferral / active EE | $3,500 | $4,693-25.4% | $3,985-12.2% | $6,400-45.3% |
| Admin fee / account holder | $4,338 | $9,126-52.5% | $6,832-36.5% | $11,426-62.0% |