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 | $12,031 | $95,193-87.4% | $76,523-84.3% | $135,375-91.1% |
| Participation rate | 91.7% | 74.4%+17.3pp | 68.0%+23.7pp | 82.6%+9.0pp |
| Annual return | -6.03% | 4.85%-10.9pp | -0.27%-5.8pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,484 | $3,302-55.1% | $2,647-43.9% | $4,779-68.9% |
| Participant deferral / active EE | $3,943 | $4,639-15.0% | $3,835+2.8% | $5,609-29.7% |
| Admin fee / account holder | $3,577 | $6,249-42.8% | $4,848-26.2% | $10,827-67.0% |