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 | $51,641 | $105,860-51.2% | $90,749-43.1% | $134,475-61.6% |
| Participation rate | 94.4% | 78.2%+16.2pp | 75.7%+18.8pp | 81.2%+13.2pp |
| Annual return | -18.67% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $1,613 | $3,462-53.4% | $2,921-44.8% | $4,740-66.0% |
| Participant deferral / active EE | $8,790 | $5,216+68.5% | $4,564+92.6% | $6,400+37.4% |
| Admin fee / account holder | $596 | $13,938-95.7% | $8,445-92.9% | $11,426-94.8% |