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 | $66,733 | $105,860-37.0% | $90,749-26.5% | $134,475-50.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.7%+16.0pp | 81.2%+10.4pp |
| Annual return | -16.84% | -11.01%-5.8pp | -12.16%-4.7pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,454 | $3,462-29.1% | $2,921-16.0% | $4,740-48.2% |
| Participant deferral / active EE | $6,829 | $5,216+30.9% | $4,564+49.6% | $6,400+6.7% |
| Admin fee / account holder | $1,417 | $13,938-89.8% | $8,445-83.2% | $11,426-87.6% |