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 | $36,684 | $105,860-65.3% | $90,749-59.6% | $134,475-72.7% |
| Participation rate | 81.0% | 78.2%+2.7pp | 75.7%+5.3pp | 81.2%-0.3pp |
| Annual return | -15.68% | -11.01%-4.7pp | -12.16%-3.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,402 | $3,462-59.5% | $2,921-52.0% | $4,740-70.4% |
| Participant deferral / active EE | $2,995 | $5,216-42.6% | $4,564-34.4% | $6,400-53.2% |
| Admin fee / account holder | $2,353 | $13,938-83.1% | $8,445-72.1% | $11,426-79.4% |