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 | $13,044 | $95,862-86.4% | $79,550-83.6% | $134,475-90.3% |
| Participation rate | 90.5% | 75.0%+15.4pp | 69.5%+21.0pp | 81.2%+9.3pp |
| Annual return | -14.71% | -2.69%-12.0pp | 0.16%-14.9pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,016 | $3,128-67.5% | $2,413-57.9% | $4,740-78.6% |
| Participant deferral / active EE | $1,622 | $4,693-65.4% | $3,985-59.3% | $6,400-74.7% |
| Admin fee / account holder | $12,436 | $9,126+36.3% | $6,832+82.0% | $11,426+8.8% |