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 | $48,994 | $73,867-33.7% | $143,757-65.9% | $68,494-28.5% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.3pp | 67.9%+3.1pp |
| Annual return | -18.19% | 1.01%-19.2pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,731 | $3,184-14.2% | $4,951-44.8% | $2,596+5.2% |
| Participant deferral / active EE | $3,990 | $3,384+17.9% | $5,637-29.2% | $4,027-0.9% |
| Admin fee / account holder | $326 | $5,755-94.3% | $14,673-97.8% | $5,403-94.0% |