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 | $61,605 | $105,860-41.8% | $90,749-32.1% | $134,475-54.2% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.7%+12.5pp | 81.2%+7.0pp |
| Annual return | -18.34% | -11.01%-7.3pp | -12.16%-6.2pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,584 | $3,462-54.2% | $2,921-45.8% | $4,740-66.6% |
| Participant deferral / active EE | $6,901 | $5,216+32.3% | $4,564+51.2% | $6,400+7.8% |
| Admin fee / account holder | $6,940 | $13,938-50.2% | $8,445-17.8% | $11,426-39.3% |