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 | $26,952 | $92,222-70.8% | $76,768-64.9% | $135,375-80.1% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -6.56% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,679 | $3,216-47.8% | $2,485-32.4% | $4,779-64.9% |
| Participant deferral / active EE | $3,807 | $4,509-15.6% | $3,852-1.2% | $5,609-32.1% |
| Admin fee / account holder | $468 | $10,748-95.6% | $6,675-93.0% | $10,827-95.7% |