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 | $36,521 | $82,286-55.6% | $68,791-46.9% | $134,475-72.8% |
| Participation rate | 95.5% | 75.1%+20.4pp | 69.0%+26.4pp | 81.2%+14.2pp |
| Annual return | -19.63% | -2.19%-17.4pp | -6.38%-13.3pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,760 | $3,301+13.9% | $2,655+41.6% | $4,740-20.7% |
| Participant deferral / active EE | $6,085 | $4,739+28.4% | $3,941+54.4% | $6,400-4.9% |
| Admin fee / account holder | $2,017 | $6,481-68.9% | $4,932-59.1% | $11,426-82.4% |