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 5-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 | $54,420 | $105,860-48.6% | $90,749-40.0% | $134,475-59.5% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -15.34% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,913 | $3,462-44.7% | $2,921-34.5% | $4,740-59.6% |
| Participant deferral / active EE | $4,441 | $5,216-14.8% | $4,564-2.7% | $6,400-30.6% |
| Admin fee / account holder | $870 | $13,938-93.8% | $8,445-89.7% | $11,426-92.4% |