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 | $51,637 | $73,867-30.1% | $143,757-64.1% | $68,494-24.6% |
| Participation rate | 79.0% | 66.7%+12.4pp | 80.3%-1.3pp | 67.9%+11.1pp |
| Annual return | -16.25% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $4,528 | $3,184+42.2% | $4,951-8.5% | $2,596+74.4% |
| Participant deferral / active EE | $9,402 | $3,384+177.8% | $5,637+66.8% | $4,027+133.5% |
| Admin fee / account holder | $4,526 | $5,755-21.3% | $14,673-69.2% | $5,403-16.2% |