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 | $20,077 | $73,867-72.8% | $143,757-86.0% | $68,494-70.7% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -15.49% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,656 | $3,184-16.6% | $4,951-46.3% | $2,596+2.3% |
| Participant deferral / active EE | $2,953 | $3,384-12.7% | $5,637-47.6% | $4,027-26.7% |
| Admin fee / account holder | $1,426 | $5,755-75.2% | $14,673-90.3% | $5,403-73.6% |