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 6-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 | $59,770 | $95,862-37.7% | $79,550-24.9% | $134,475-55.6% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -16.56% | -2.69%-13.9pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,052 | $3,128-34.4% | $2,413-15.0% | $4,740-56.7% |
| Participant deferral / active EE | $2,274 | $4,693-51.5% | $3,985-42.9% | $6,400-64.5% |
| Admin fee / account holder | $2,939 | $9,126-67.8% | $6,832-57.0% | $11,426-74.3% |