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 | $90,737 | $105,860-14.3% | $90,7490% | $134,475-32.5% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -15.25% | -11.01%-4.2pp | -12.16%-3.1pp | 417.96%-433.2pp |
| Employer contribution / active EE | $2,254 | $3,462-34.9% | $2,921-22.8% | $4,740-52.4% |
| Participant deferral / active EE | $2,177 | $5,216-58.3% | $4,564-52.3% | $6,400-66.0% |
| Admin fee / account holder | $1,150 | $13,938-91.7% | $8,445-86.4% | $11,426-89.9% |