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 | $50,906 | $105,860-51.9% | $90,749-43.9% | $134,475-62.1% |
| Participation rate | 90.0% | 78.2%+11.8pp | 75.7%+14.3pp | 81.2%+8.8pp |
| Annual return | -13.04% | -11.01%-2.0pp | -12.16%-0.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,907 | $3,462-44.9% | $2,921-34.7% | $4,740-59.8% |
| Participant deferral / active EE | $5,374 | $5,216+3.0% | $4,564+17.7% | $6,400-16.0% |
| Admin fee / account holder | $18,147 | $13,938+30.2% | $8,445+114.9% | $11,426+58.8% |