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 | $36,506 | $95,862-61.9% | $79,550-54.1% | $134,475-72.9% |
| Participation rate | 93.8% | 75.0%+18.7pp | 69.5%+24.3pp | 81.2%+12.5pp |
| Annual return | -20.00% | -2.69%-17.3pp | 0.16%-20.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $2,186 | $3,128-30.1% | $2,413-9.4% | $4,740-53.9% |
| Participant deferral / active EE | $3,251 | $4,693-30.7% | $3,985-18.4% | $6,400-49.2% |
| Admin fee / account holder | $7,406 | $9,126-18.8% | $6,832+8.4% | $11,426-35.2% |