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 | $59,413 | $113,935-47.9% | $94,224-36.9% | $125,391-52.6% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -3.31% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $3,986 | $4,727-15.7% | $3,587+11.1% | $4,866-18.1% |
| Participant deferral / active EE | $3,058 | $5,179-40.9% | $4,320-29.2% | $5,352-42.9% |
| Admin fee / account holder | $362 | $8,391-95.7% | $6,269-94.2% | $9,540-96.2% |