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 | $18,671 | $100,754-81.5% | $86,677-78.5% | $134,475-86.1% |
| Participation rate | 89.5% | 78.9%+10.5pp | 76.6%+12.9pp | 81.2%+8.3pp |
| Annual return | -6.32% | 29.04%-35.4pp | 35.91%-42.2pp | 417.96%-424.3pp |
| Employer contribution / active EE | $1,965 | $3,489-43.7% | $2,836-30.7% | $4,740-58.5% |
| Participant deferral / active EE | $2,200 | $5,338-58.8% | $4,656-52.7% | $6,400-65.6% |
| Admin fee / account holder | $48,820 | $10,926+346.8% | $7,493+551.5% | $11,426+327.3% |