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 | $64,391 | $82,286-21.7% | $68,791-6.4% | $134,475-52.1% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -14.50% | -2.19%-12.3pp | -6.38%-8.1pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,943 | $3,301-10.8% | $2,655+10.8% | $4,740-37.9% |
| Participant deferral / active EE | $9,478 | $4,739+100.0% | $3,941+140.5% | $6,400+48.1% |
| Admin fee / account holder | $589 | $6,481-90.9% | $4,932-88.0% | $11,426-94.8% |