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 | $39,404 | $107,791-63.4% | $90,645-56.5% | $135,375-70.9% |
| Participation rate | 72.7% | 78.0%-5.3pp | 74.0%-1.3pp | 82.6%-9.9pp |
| Annual return | -9.05% | -0.90%-8.1pp | 1.88%-10.9pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,498 | $3,018-50.4% | $2,532-40.8% | $4,779-68.6% |
| Participant deferral / active EE | $3,334 | $3,872-13.9% | $3,425-2.6% | $5,609-40.6% |
| Admin fee / account holder | $857 | $5,930-85.6% | $4,994-82.8% | $10,827-92.1% |