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 | $35,937 | $82,286-56.3% | $68,791-47.8% | $134,475-73.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.0%+21.0pp | 81.2%+8.8pp |
| Annual return | -17.54% | -2.19%-15.3pp | -6.38%-11.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,275 | $3,301-31.1% | $2,655-14.3% | $4,740-52.0% |
| Participant deferral / active EE | $3,323 | $4,739-29.9% | $3,941-15.7% | $6,400-48.1% |
| Admin fee / account holder | $3,448 | $6,481-46.8% | $4,932-30.1% | $11,426-69.8% |