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 | $25,652 | $67,331-61.9% | $60,874-57.9% | $134,475-80.9% |
| Participation rate | 92.3% | 76.2%+16.1pp | 73.1%+19.2pp | 81.2%+11.1pp |
| Annual return | -13.11% | 49.93%-63.0pp | 16.90%-30.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $1,651 | $3,096-46.7% | $2,701-38.9% | $4,740-65.2% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,376 | $4,582-48.1% | $3,224-26.3% | $11,426-79.2% |