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 | $34,382 | $142,344-75.8% | $119,609-71.3% | $134,475-74.4% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -16.43% | -12.44%-4.0pp | -14.97%-1.5pp | 417.96%-434.4pp |
| Employer contribution / active EE | $1,948 | $5,222-62.7% | $4,232-54.0% | $4,740-58.9% |
| Participant deferral / active EE | $7,166 | $6,469+10.8% | $5,602+27.9% | $6,400+12.0% |
| Admin fee / account holder | $2,352 | $13,584-82.7% | $10,323-77.2% | $11,426-79.4% |