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 | $60,089 | $69,010-12.9% | $159,960-62.4% | $68,494-12.3% |
| Participation rate | 70.6% | 65.4%+5.2pp | 78.0%-7.4pp | 67.9%+2.7pp |
| Annual return | -17.62% | -9.65%-8.0pp | 408.60%-426.2pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,756 | $2,213-20.7% | $4,226-58.5% | $2,596-32.4% |
| Participant deferral / active EE | $3,674 | $4,212-12.8% | $6,182-40.6% | $4,027-8.8% |
| Admin fee / account holder | $380 | $4,798-92.1% | $8,698-95.6% | $5,403-93.0% |