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 | $39,332 | $107,791-63.5% | $90,645-56.6% | $135,375-70.9% |
| Participation rate | 88.9% | 78.0%+10.8pp | 74.0%+14.9pp | 82.6%+6.2pp |
| Annual return | -9.01% | -0.90%-8.1pp | 1.88%-10.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,733 | $3,018-42.6% | $2,532-31.5% | $4,779-63.7% |
| Participant deferral / active EE | $8,634 | $3,872+123.0% | $3,425+152.1% | $5,609+53.9% |
| Admin fee / account holder | $12,708 | $5,930+114.3% | $4,994+154.5% | $10,827+17.4% |