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 | $15,707 | $82,286-80.9% | $68,791-77.2% | $134,475-88.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -18.16% | -2.19%-16.0pp | -6.38%-11.8pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,221 | $3,301-2.4% | $2,655+21.3% | $4,740-32.0% |
| Participant deferral / active EE | $6,244 | $4,739+31.8% | $3,941+58.4% | $6,400-2.4% |
| Admin fee / account holder | $1,968 | $6,481-69.6% | $4,932-60.1% | $11,426-82.8% |