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 | $30,866 | $73,867-58.2% | $143,757-78.5% | $68,494-54.9% |
| Participation rate | 77.6% | 66.7%+10.9pp | 80.3%-2.7pp | 67.9%+9.7pp |
| Annual return | -15.01% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,065 | $3,184-66.6% | $4,951-78.5% | $2,596-59.0% |
| Participant deferral / active EE | $1,728 | $3,384-48.9% | $5,637-69.3% | $4,027-57.1% |
| Admin fee / account holder | $47,832 | $5,755+731.2% | $14,673+226.0% | $5,403+785.3% |