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 | $35,386 | $92,222-61.6% | $76,768-53.9% | $135,375-73.9% |
| Participation rate | 90.5% | 79.8%+10.7pp | 77.0%+13.5pp | 82.6%+7.8pp |
| Annual return | -7.18% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,696 | $3,216-47.2% | $2,485-31.7% | $4,779-64.5% |
| Participant deferral / active EE | $2,440 | $4,509-45.9% | $3,852-36.6% | $5,609-56.5% |
| Admin fee / account holder | $303 | $10,748-97.2% | $6,675-95.5% | $10,827-97.2% |