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 | $25,891 | $73,867-64.9% | $143,757-82.0% | $68,494-62.2% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -14.68% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,529 | $3,184-52.0% | $4,951-69.1% | $2,596-41.1% |
| Participant deferral / active EE | $3,921 | $3,384+15.9% | $5,637-30.4% | $4,027-2.6% |
| Admin fee / account holder | $734 | $5,755-87.2% | $14,673-95.0% | $5,403-86.4% |