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 | $84,797 | $107,791-21.3% | $90,645-6.5% | $135,375-37.4% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -7.84% | -0.90%-6.9pp | 1.88%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $795 | $3,018-73.7% | $2,532-68.6% | $4,779-83.4% |
| Participant deferral / active EE | $2,385 | $3,872-38.4% | $3,425-30.3% | $5,609-57.5% |
| Admin fee / account holder | $1,843 | $5,930-68.9% | $4,994-63.1% | $10,827-83.0% |