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 | $45,884 | $95,862-52.1% | $79,550-42.3% | $134,475-65.9% |
| Participation rate | 95.7% | 75.0%+20.6pp | 69.5%+26.2pp | 81.2%+14.4pp |
| Annual return | -18.00% | -2.69%-15.3pp | 0.16%-18.2pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,156 | $3,128-31.1% | $2,413-10.7% | $4,740-54.5% |
| Participant deferral / active EE | $3,040 | $4,693-35.2% | $3,985-23.7% | $6,400-52.5% |
| Admin fee / account holder | $715 | $9,126-92.2% | $6,832-89.5% | $11,426-93.7% |