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 | $35,694 | $105,860-66.3% | $90,749-60.7% | $134,475-73.5% |
| Participation rate | 84.6% | 78.2%+6.4pp | 75.7%+8.9pp | 81.2%+3.4pp |
| Annual return | -14.14% | -11.01%-3.1pp | -12.16%-2.0pp | 417.96%-432.1pp |
| Employer contribution / active EE | $2,039 | $3,462-41.1% | $2,921-30.2% | $4,740-57.0% |
| Participant deferral / active EE | $2,372 | $5,216-54.5% | $4,564-48.0% | $6,400-62.9% |
| Admin fee / account holder | $520 | $13,938-96.3% | $8,445-93.8% | $11,426-95.5% |