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 | $45,057 | $142,344-68.3% | $119,609-62.3% | $134,475-66.5% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.42% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $2,204 | $5,222-57.8% | $4,232-47.9% | $4,740-53.5% |
| Participant deferral / active EE | $5,431 | $6,469-16.1% | $5,602-3.1% | $6,400-15.1% |
| Admin fee / account holder | $357 | $13,584-97.4% | $10,323-96.5% | $11,426-96.9% |