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 | $33,486 | $73,867-54.7% | $143,757-76.7% | $68,494-51.1% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -12.65% | 1.01%-13.7pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $671 | $3,184-78.9% | $4,951-86.5% | $2,596-74.2% |
| Participant deferral / active EE | $2,784 | $3,384-17.7% | $5,637-50.6% | $4,027-30.9% |
| Admin fee / account holder | $3,149 | $5,755-45.3% | $14,673-78.5% | $5,403-41.7% |