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 | $12,817 | $73,867-82.6% | $143,757-91.1% | $68,494-81.3% |
| Participation rate | 79.6% | 66.7%+12.9pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -12.44% | 1.01%-13.4pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $1,224 | $3,184-61.5% | $4,951-75.3% | $2,596-52.8% |
| Participant deferral / active EE | $1,958 | $3,384-42.1% | $5,637-65.3% | $4,027-51.4% |
| Admin fee / account holder | $7,007 | $5,755+21.8% | $14,673-52.2% | $5,403+29.7% |