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 | $38,952 | $142,344-72.6% | $119,609-67.4% | $134,475-71.0% |
| Participation rate | 89.5% | 82.8%+6.7pp | 79.3%+10.2pp | 81.2%+8.3pp |
| Annual return | -18.18% | -12.44%-5.7pp | -14.97%-3.2pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,453 | $5,222-53.0% | $4,232-42.0% | $4,740-48.2% |
| Participant deferral / active EE | $4,573 | $6,469-29.3% | $5,602-18.4% | $6,400-28.5% |
| Admin fee / account holder | $1,355 | $13,584-90.0% | $10,323-86.9% | $11,426-88.1% |