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 | $41,225 | $95,862-57.0% | $79,550-48.2% | $134,475-69.3% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -4.82% | -2.69%-2.1pp | 0.16%-5.0pp | 417.96%-422.8pp |
| Employer contribution / active EE | $1,958 | $3,128-37.4% | $2,413-18.8% | $4,740-58.7% |
| Participant deferral / active EE | $1,602 | $4,693-65.9% | $3,985-59.8% | $6,400-75.0% |
| Admin fee / account holder | $34,835 | $9,126+281.7% | $6,832+409.8% | $11,426+204.9% |