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 | $57,010 | $73,867-22.8% | $143,757-60.3% | $68,494-16.8% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -14.81% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $868 | $3,184-72.7% | $4,951-82.5% | $2,596-66.6% |
| Participant deferral / active EE | $3,576 | $3,384+5.7% | $5,637-36.6% | $4,027-11.2% |
| Admin fee / account holder | $672 | $5,755-88.3% | $14,673-95.4% | $5,403-87.6% |