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 | $72,800 | $113,935-36.1% | $94,224-22.7% | $125,391-41.9% |
| Participation rate | 94.4% | 82.9%+11.6pp | 78.8%+15.7pp | 83.2%+11.3pp |
| Annual return | -2.16% | 5.29%-7.4pp | 10.68%-12.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,299 | $4,727-72.5% | $3,587-63.8% | $4,866-73.3% |
| Participant deferral / active EE | $3,701 | $5,179-28.5% | $4,320-14.3% | $5,352-30.8% |
| Admin fee / account holder | $1,609 | $8,391-80.8% | $6,269-74.3% | $9,540-83.1% |