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 | $35,942 | $73,004-50.8% | $90,749-60.4% | $68,494-47.5% |
| Participation rate | 95.2% | 70.8%+24.4pp | 75.7%+19.5pp | 67.9%+27.3pp |
| Annual return | -8.01% | -13.81%+5.8pp | -12.16%+4.2pp | -7.84%-0.2pp |
| Employer contribution / active EE | $2,820 | $2,193+28.6% | $2,921-3.5% | $2,596+8.6% |
| Participant deferral / active EE | $4,580 | $3,627+26.3% | $4,564+0.4% | $4,027+13.7% |
| Admin fee / account holder | $7,550 | $5,896+28.1% | $8,445-10.6% | $5,403+39.7% |