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 | $90,934 | $142,344-36.1% | $119,609-24.0% | $134,475-32.4% |
| Participation rate | 93.8% | 82.8%+10.9pp | 79.3%+14.5pp | 81.2%+12.5pp |
| Annual return | -19.41% | -12.44%-7.0pp | -14.97%-4.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $2,478 | $5,222-52.5% | $4,232-41.4% | $4,740-47.7% |
| Participant deferral / active EE | $4,670 | $6,469-27.8% | $5,602-16.6% | $6,400-27.0% |
| Admin fee / account holder | $3,195 | $13,584-76.5% | $10,323-69.1% | $11,426-72.0% |