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 | $22,728 | $73,867-69.2% | $143,757-84.2% | $68,494-66.8% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -14.60% | 1.01%-15.6pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,946 | $3,184-38.9% | $4,951-60.7% | $2,596-25.1% |
| Participant deferral / active EE | $956 | $3,384-71.8% | $5,637-83.0% | $4,027-76.3% |
| Admin fee / account holder | $956 | $5,755-83.4% | $14,673-93.5% | $5,403-82.3% |