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 | $37,280 | $82,286-54.7% | $68,791-45.8% | $134,475-72.3% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -19.88% | -2.19%-17.7pp | -6.38%-13.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $2,486 | $3,301-24.7% | $2,655-6.4% | $4,740-47.5% |
| Participant deferral / active EE | $5,245 | $4,739+10.7% | $3,941+33.1% | $6,400-18.1% |
| Admin fee / account holder | $654 | $6,481-89.9% | $4,932-86.7% | $11,426-94.3% |