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 | $37,712 | $73,867-48.9% | $143,757-73.8% | $68,494-44.9% |
| Participation rate | 72.7% | 66.7%+6.1pp | 80.3%-7.6pp | 67.9%+4.8pp |
| Annual return | -10.32% | 1.01%-11.3pp | -0.04%-10.3pp | -7.84%-2.5pp |
| Employer contribution / active EE | $1,713 | $3,184-46.2% | $4,951-65.4% | $2,596-34.0% |
| Participant deferral / active EE | $3,092 | $3,384-8.6% | $5,637-45.1% | $4,027-23.2% |
| Admin fee / account holder | $4,662 | $5,755-19.0% | $14,673-68.2% | $5,403-13.7% |