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 | $27,244 | $95,862-71.6% | $79,550-65.8% | $134,475-79.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -18.81% | -2.69%-16.1pp | 0.16%-19.0pp | 417.96%-436.8pp |
| Employer contribution / active EE | $868 | $3,128-72.2% | $2,413-64.0% | $4,740-81.7% |
| Participant deferral / active EE | $3,945 | $4,693-15.9% | $3,985-1.0% | $6,400-38.4% |
| Admin fee / account holder | $4,080 | $9,126-55.3% | $6,832-40.3% | $11,426-64.3% |