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 | $35,729 | $95,862-62.7% | $79,550-55.1% | $134,475-73.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 69.5%+24.6pp | 81.2%+12.9pp |
| Annual return | -17.15% | -2.69%-14.5pp | 0.16%-17.3pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,338 | $3,128-57.2% | $2,413-44.6% | $4,740-71.8% |
| Participant deferral / active EE | $2,242 | $4,693-52.2% | $3,985-43.7% | $6,400-65.0% |
| Admin fee / account holder | $473 | $9,126-94.8% | $6,832-93.1% | $11,426-95.9% |