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 | $19,558 | $95,862-79.6% | $79,550-75.4% | $134,475-85.5% |
| Participation rate | 78.6% | 75.0%+3.5pp | 69.5%+9.1pp | 81.2%-2.7pp |
| Annual return | -16.27% | -2.69%-13.6pp | 0.16%-16.4pp | 417.96%-434.2pp |
| Employer contribution / active EE | $3,841 | $3,128+22.8% | $2,413+59.2% | $4,740-19.0% |
| Participant deferral / active EE | $8,163 | $4,693+73.9% | $3,985+104.8% | $6,400+27.5% |
| Admin fee / account holder | $419 | $9,126-95.4% | $6,832-93.9% | $11,426-96.3% |