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 | $23,699 | $95,862-75.3% | $79,550-70.2% | $134,475-82.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -17.66% | -2.69%-15.0pp | 0.16%-17.8pp | 417.96%-435.6pp |
| Employer contribution / active EE | $655 | $3,128-79.1% | $2,413-72.8% | $4,740-86.2% |
| Participant deferral / active EE | $2,030 | $4,693-56.7% | $3,985-49.1% | $6,400-68.3% |
| Admin fee / account holder | $3,279 | $9,126-64.1% | $6,832-52.0% | $11,426-71.3% |