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 | $40,674 | $105,860-61.6% | $90,749-55.2% | $134,475-69.8% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -16.55% | -11.01%-5.5pp | -12.16%-4.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,532 | $3,462-26.9% | $2,921-13.3% | $4,740-46.6% |
| Participant deferral / active EE | $4,078 | $5,216-21.8% | $4,564-10.6% | $6,400-36.3% |
| Admin fee / account holder | $1,866 | $13,938-86.6% | $8,445-77.9% | $11,426-83.7% |