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 5-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 | $37,472 | $142,344-73.7% | $119,609-68.7% | $134,475-72.1% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -14.19% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $3,443 | $5,222-34.1% | $4,232-18.6% | $4,740-27.4% |
| Participant deferral / active EE | $4,435 | $6,469-31.4% | $5,602-20.8% | $6,400-30.7% |
| Admin fee / account holder | $3,520 | $13,584-74.1% | $10,323-65.9% | $11,426-69.2% |