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 | $30,339 | $105,860-71.3% | $90,749-66.6% | $134,475-77.4% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -15.57% | -11.01%-4.6pp | -12.16%-3.4pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,571 | $3,462-54.6% | $2,921-46.2% | $4,740-66.9% |
| Participant deferral / active EE | $1,909 | $5,216-63.4% | $4,564-58.2% | $6,400-70.2% |
| Admin fee / account holder | $3,846 | $13,938-72.4% | $8,445-54.5% | $11,426-66.3% |