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 | $32,587 | $95,971-66.0% | $74,550-56.3% | $135,375-75.9% |
| Participation rate | 89.5% | 75.7%+13.8pp | 69.1%+20.3pp | 82.6%+6.8pp |
| Annual return | -7.47% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,545 | $2,716-43.1% | $1,961-21.2% | $4,779-67.7% |
| Participant deferral / active EE | $2,128 | $3,843-44.6% | $3,108-31.5% | $5,609-62.1% |
| Admin fee / account holder | $1,412 | $6,522-78.3% | $5,060-72.1% | $10,827-87.0% |