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 | $40,107 | $105,860-62.1% | $90,749-55.8% | $134,475-70.2% |
| Participation rate | 82.6% | 78.2%+4.4pp | 75.7%+6.9pp | 81.2%+1.4pp |
| Annual return | -17.98% | -11.01%-7.0pp | -12.16%-5.8pp | 417.96%-435.9pp |
| Employer contribution / active EE | $2,079 | $3,462-39.9% | $2,921-28.8% | $4,740-56.1% |
| Participant deferral / active EE | $3,658 | $5,216-29.9% | $4,564-19.9% | $6,400-42.8% |
| Admin fee / account holder | $1,166 | $13,938-91.6% | $8,445-86.2% | $11,426-89.8% |