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 | $50,998 | $105,860-51.8% | $90,749-43.8% | $134,475-62.1% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | -12.44% | -11.01%-1.4pp | -12.16%-0.3pp | 417.96%-430.4pp |
| Employer contribution / active EE | $2,913 | $3,462-15.8% | $2,921-0.3% | $4,740-38.5% |
| Participant deferral / active EE | $1,581 | $5,216-69.7% | $4,564-65.4% | $6,400-75.3% |
| Admin fee / account holder | $16,297 | $13,938+16.9% | $8,445+93.0% | $11,426+42.6% |