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 6-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 | $38,415 | $95,862-59.9% | $79,550-51.7% | $134,475-71.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -18.78% | -2.69%-16.1pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,102 | $3,128-64.8% | $2,413-54.3% | $4,740-76.8% |
| Participant deferral / active EE | $2,762 | $4,693-41.2% | $3,985-30.7% | $6,400-56.8% |
| Admin fee / account holder | $5,608 | $9,126-38.6% | $6,832-17.9% | $11,426-50.9% |