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 | $15,247 | $82,286-81.5% | $68,791-77.8% | $134,475-88.7% |
| Participation rate | 87.5% | 75.1%+12.4pp | 69.0%+18.5pp | 81.2%+6.3pp |
| Annual return | -17.27% | -2.19%-15.1pp | -6.38%-10.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,500 | $3,301-24.3% | $2,655-5.8% | $4,740-47.3% |
| Participant deferral / active EE | $1,631 | $4,739-65.6% | $3,941-58.6% | $6,400-74.5% |
| Admin fee / account holder | $4,864 | $6,481-24.9% | $4,932-1.4% | $11,426-57.4% |