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 | $34,547 | $142,344-75.7% | $119,609-71.1% | $134,475-74.3% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.3%+16.4pp | 81.2%+14.4pp |
| Annual return | -11.86% | -12.44%+0.6pp | -14.97%+3.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,091 | $5,222-60.0% | $4,232-50.6% | $4,740-55.9% |
| Participant deferral / active EE | $3,776 | $6,469-41.6% | $5,602-32.6% | $6,400-41.0% |
| Admin fee / account holder | $28,066 | $13,584+106.6% | $10,323+171.9% | $11,426+145.6% |