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 | $37,890 | $42,894-11.7% | $60,874-37.8% | $68,494-44.7% |
| Participation rate | 88.6% | 66.8%+21.8pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -17.68% | -13.98%-3.7pp | 16.90%-34.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,695 | $1,978+86.8% | $2,701+36.8% | $2,596+42.3% |
| Participant deferral / active EE | $5,147 | $2,867+79.5% | $3,817+34.9% | $4,027+27.8% |
| Admin fee / account holder | $10,405 | $3,101+235.6% | $3,224+222.7% | $5,403+92.6% |