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 | $46,012 | $142,344-67.7% | $119,609-61.5% | $134,475-65.8% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -16.94% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,822 | $5,222-46.0% | $4,232-33.3% | $4,740-40.5% |
| Participant deferral / active EE | $3,527 | $6,469-45.5% | $5,602-37.0% | $6,400-44.9% |
| Admin fee / account holder | $1,023 | $13,584-92.5% | $10,323-90.1% | $11,426-91.0% |