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 | $29,371 | $95,862-69.4% | $79,550-63.1% | $134,475-78.2% |
| Participation rate | 82.6% | 75.0%+7.6pp | 69.5%+13.1pp | 81.2%+1.4pp |
| Annual return | -9.51% | -2.69%-6.8pp | 0.16%-9.7pp | 417.96%-427.5pp |
| Employer contribution / active EE | $1,531 | $3,128-51.1% | $2,413-36.6% | $4,740-67.7% |
| Participant deferral / active EE | $1,782 | $4,693-62.0% | $3,985-55.3% | $6,400-72.2% |
| Admin fee / account holder | $937 | $9,126-89.7% | $6,832-86.3% | $11,426-91.8% |