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 | $41,408 | $107,791-61.6% | $90,645-54.3% | $135,375-69.4% |
| Participation rate | 85.7% | 78.0%+7.7pp | 74.0%+11.7pp | 82.6%+3.1pp |
| Annual return | -8.89% | -0.90%-8.0pp | 1.88%-10.8pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,326 | $3,018-56.1% | $2,532-47.6% | $4,779-72.3% |
| Participant deferral / active EE | $1,876 | $3,872-51.6% | $3,425-45.2% | $5,609-66.6% |
| Admin fee / account holder | $504 | $5,930-91.5% | $4,994-89.9% | $10,827-95.3% |