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 | $28,965 | $129,942-77.7% | $104,294-72.2% | $134,475-78.5% |
| Participation rate | 94.4% | 79.5%+14.9pp | 73.3%+21.2pp | 81.2%+13.2pp |
| Annual return | -18.95% | 42.03%-61.0pp | 24.61%-43.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,353 | $4,184-43.8% | $3,372-30.2% | $4,740-50.4% |
| Participant deferral / active EE | $2,539 | $5,588-54.6% | $4,625-45.1% | $6,400-60.3% |
| Admin fee / account holder | $5,773 | $9,323-38.1% | $7,339-21.3% | $11,426-49.5% |