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 | $43,214 | $105,860-59.2% | $90,749-52.4% | $134,475-67.9% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.7%+13.2pp | 81.2%+7.7pp |
| Annual return | -14.97% | -11.01%-4.0pp | -12.16%-2.8pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,898 | $3,462-45.2% | $2,921-35.0% | $4,740-60.0% |
| Participant deferral / active EE | $4,132 | $5,216-20.8% | $4,564-9.5% | $6,400-35.4% |
| Admin fee / account holder | $180,432 | $13,938+1194.6% | $8,445+2036.7% | $11,426+1479.1% |