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 | $22,031 | $107,791-79.6% | $90,645-75.7% | $135,375-83.7% |
| Participation rate | 81.8% | 78.0%+3.8pp | 74.0%+7.8pp | 82.6%-0.8pp |
| Annual return | -7.42% | -0.90%-6.5pp | 1.88%-9.3pp | 519.73%-527.2pp |
| Employer contribution / active EE | $1,537 | $3,018-49.1% | $2,532-39.3% | $4,779-67.8% |
| Participant deferral / active EE | $2,718 | $3,872-29.8% | $3,425-20.6% | $5,609-51.5% |
| Admin fee / account holder | $3,709 | $5,930-37.5% | $4,994-25.7% | $10,827-65.7% |