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 | $28,011 | $73,867-62.1% | $143,757-80.5% | $68,494-59.1% |
| Participation rate | 77.5% | 66.7%+10.8pp | 80.3%-2.8pp | 67.9%+9.6pp |
| Annual return | -12.00% | 1.01%-13.0pp | -0.04%-12.0pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,014 | $3,184-68.2% | $4,951-79.5% | $2,596-60.9% |
| Participant deferral / active EE | $3,308 | $3,384-2.3% | $5,637-41.3% | $4,027-17.9% |
| Admin fee / account holder | $11,490 | $5,755+99.7% | $14,673-21.7% | $5,403+112.7% |