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 | $73,397 | $95,862-23.4% | $79,550-7.7% | $134,475-45.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -18.91% | -2.69%-16.2pp | 0.16%-19.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,686 | $3,128-46.1% | $2,413-30.1% | $4,740-64.4% |
| Participant deferral / active EE | $3,066 | $4,693-34.7% | $3,985-23.1% | $6,400-52.1% |
| Admin fee / account holder | $3,087 | $9,126-66.2% | $6,832-54.8% | $11,426-73.0% |