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 | $23,366 | $105,860-77.9% | $90,749-74.3% | $134,475-82.6% |
| Participation rate | 70.0% | 78.2%-8.2pp | 75.7%-5.7pp | 81.2%-11.2pp |
| Annual return | -15.32% | -11.01%-4.3pp | -12.16%-3.2pp | 417.96%-433.3pp |
| Employer contribution / active EE | $1,028 | $3,462-70.3% | $2,921-64.8% | $4,740-78.3% |
| Participant deferral / active EE | $2,550 | $5,216-51.1% | $4,564-44.1% | $6,400-60.2% |
| Admin fee / account holder | $982 | $13,938-93.0% | $8,445-88.4% | $11,426-91.4% |