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 | $33,292 | $105,860-68.6% | $90,749-63.3% | $134,475-75.2% |
| Participation rate | 95.0% | 78.2%+16.8pp | 75.7%+19.3pp | 81.2%+13.8pp |
| Annual return | -18.71% | -11.01%-7.7pp | -12.16%-6.5pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,644 | $3,462-52.5% | $2,921-43.7% | $4,740-65.3% |
| Participant deferral / active EE | $4,763 | $5,216-8.7% | $4,564+4.3% | $6,400-25.6% |
| Admin fee / account holder | $416 | $13,938-97.0% | $8,445-95.1% | $11,426-96.4% |