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 | $34,355 | $105,860-67.5% | $90,749-62.1% | $134,475-74.5% |
| Participation rate | 94.7% | 78.2%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | -16.84% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,053 | $3,462-69.6% | $2,921-63.9% | $4,740-77.8% |
| Participant deferral / active EE | $4,337 | $5,216-16.9% | $4,564-5.0% | $6,400-32.2% |
| Admin fee / account holder | $659 | $13,938-95.3% | $8,445-92.2% | $11,426-94.2% |