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 | $39,373 | $73,867-46.7% | $143,757-72.6% | $68,494-42.5% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -16.29% | 1.01%-17.3pp | -0.04%-16.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $3,485 | $3,184+9.5% | $4,951-29.6% | $2,596+34.2% |
| Participant deferral / active EE | $1,669 | $3,384-50.7% | $5,637-70.4% | $4,027-58.6% |
| Admin fee / account holder | $7,707 | $5,755+33.9% | $14,673-47.5% | $5,403+42.7% |