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 | $31,478 | $92,222-65.9% | $76,768-59.0% | $135,375-76.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 77.0%+13.9pp | 82.6%+8.3pp |
| Annual return | -8.13% | 5.46%-13.6pp | 2.43%-10.6pp | 519.73%-527.9pp |
| Employer contribution / active EE | $1,062 | $3,216-67.0% | $2,485-57.3% | $4,779-77.8% |
| Participant deferral / active EE | $1,617 | $4,509-64.1% | $3,852-58.0% | $5,609-71.2% |
| Admin fee / account holder | $380 | $10,748-96.5% | $6,675-94.3% | $10,827-96.5% |