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 | $38,562 | $105,860-63.6% | $90,749-57.5% | $134,475-71.3% |
| Participation rate | 77.3% | 78.2%-1.0pp | 75.7%+1.6pp | 81.2%-3.9pp |
| Annual return | -17.98% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,513 | $3,462-27.4% | $2,921-14.0% | $4,740-47.0% |
| Participant deferral / active EE | $6,012 | $5,216+15.3% | $4,564+31.7% | $6,400-6.1% |
| Admin fee / account holder | $1,582 | $13,938-88.6% | $8,445-81.3% | $11,426-86.2% |