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 | $90,571 | $105,860-14.4% | $90,749-0.2% | $134,475-32.6% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -15.75% | -11.01%-4.7pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,727 | $3,462-50.1% | $2,921-40.9% | $4,740-63.6% |
| Participant deferral / active EE | $1,614 | $5,216-69.1% | $4,564-64.6% | $6,400-74.8% |
| Admin fee / account holder | $25,010 | $13,938+79.4% | $8,445+196.2% | $11,426+118.9% |