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 7-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 | $20,566 | $105,860-80.6% | $90,749-77.3% | $134,475-84.7% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.7%+20.0pp | 81.2%+14.4pp |
| Annual return | -18.25% | -11.01%-7.2pp | -12.16%-6.1pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,235 | $3,462-35.4% | $2,921-23.5% | $4,740-52.8% |
| Participant deferral / active EE | $3,884 | $5,216-25.5% | $4,564-14.9% | $6,400-39.3% |
| Admin fee / account holder | $2,562 | $13,938-81.6% | $8,445-69.7% | $11,426-77.6% |