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 | $41,436 | $95,862-56.8% | $79,550-47.9% | $134,475-69.2% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -15.62% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,730 | $3,128-44.7% | $2,413-28.3% | $4,740-63.5% |
| Participant deferral / active EE | $3,635 | $4,693-22.5% | $3,985-8.8% | $6,400-43.2% |
| Admin fee / account holder | $306 | $9,126-96.6% | $6,832-95.5% | $11,426-97.3% |