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 | $42,763 | $95,862-55.4% | $79,550-46.2% | $134,475-68.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -16.42% | -2.69%-13.7pp | 0.16%-16.6pp | 417.96%-434.4pp |
| Employer contribution / active EE | $800 | $3,128-74.4% | $2,413-66.9% | $4,740-83.1% |
| Participant deferral / active EE | $3,268 | $4,693-30.4% | $3,985-18.0% | $6,400-48.9% |
| Admin fee / account holder | $750 | $9,126-91.8% | $6,832-89.0% | $11,426-93.4% |