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 | $20,329 | $54,229-62.5% | $70,092-71.0% | $68,494-70.3% |
| Participation rate | 89.3% | 64.5%+24.8pp | 70.5%+18.8pp | 67.9%+21.4pp |
| Annual return | -14.98% | -13.87%-1.1pp | 190.73%-205.7pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,498 | $2,018-25.8% | $2,559-41.5% | $2,596-42.3% |
| Participant deferral / active EE | $1,934 | $2,956-34.6% | $3,849-49.8% | $4,027-52.0% |
| Admin fee / account holder | $9,070 | $4,694+93.2% | $6,267+44.7% | $5,403+67.9% |