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 | $26,781 | $158,817-83.1% | $121,196-77.9% | $135,375-80.2% |
| Participation rate | 94.7% | 79.3%+15.4pp | 71.7%+23.0pp | 82.6%+12.1pp |
| Annual return | -4.45% | -0.64%-3.8pp | 16.93%-21.4pp | 519.73%-524.2pp |
| Employer contribution / active EE | $2,010 | $5,665-64.5% | $4,022-50.0% | $4,779-57.9% |
| Participant deferral / active EE | $4,191 | $4,005+4.7% | $3,344+25.3% | $5,609-25.3% |
| Admin fee / account holder | $4,749 | $6,512-27.1% | $5,019-5.4% | $10,827-56.1% |