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 | $12,897 | $82,286-84.3% | $68,791-81.3% | $134,475-90.4% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -19.19% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.2pp |
| Employer contribution / active EE | $2,281 | $3,301-30.9% | $2,655-14.1% | $4,740-51.9% |
| Participant deferral / active EE | $6,069 | $4,739+28.1% | $3,941+54.0% | $6,400-5.2% |
| Admin fee / account holder | $2,237 | $6,481-65.5% | $4,932-54.6% | $11,426-80.4% |