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 | $47,989 | $105,860-54.7% | $90,749-47.1% | $134,475-64.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -19.13% | -11.01%-8.1pp | -12.16%-7.0pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,467 | $3,462-57.6% | $2,921-49.8% | $4,740-69.1% |
| Participant deferral / active EE | $3,083 | $5,216-40.9% | $4,564-32.4% | $6,400-51.8% |
| Admin fee / account holder | $4,440 | $13,938-68.1% | $8,445-47.4% | $11,426-61.1% |