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 | $42,772 | $175,600-75.6% | $129,110-66.9% | $134,475-68.2% |
| Participation rate | 89.5% | 81.6%+7.9pp | 77.3%+12.2pp | 81.2%+8.3pp |
| Annual return | -18.42% | -11.39%-7.0pp | -10.94%-7.5pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,784 | $6,355-71.9% | $5,052-64.7% | $4,740-62.4% |
| Participant deferral / active EE | $3,396 | $7,975-57.4% | $6,542-48.1% | $6,400-46.9% |
| Admin fee / account holder | $967 | $23,567-95.9% | $14,302-93.2% | $11,426-91.5% |