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 | $34,048 | $105,860-67.8% | $90,749-62.5% | $134,475-74.7% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -17.34% | -11.01%-6.3pp | -12.16%-5.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $8,017 | $3,462+131.6% | $2,921+174.5% | $4,740+69.1% |
| Participant deferral / active EE | $5,601 | $5,216+7.4% | $4,564+22.7% | $6,400-12.5% |
| Admin fee / account holder | $2,486 | $13,938-82.2% | $8,445-70.6% | $11,426-78.2% |