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 | $28,217 | $73,867-61.8% | $143,757-80.4% | $68,494-58.8% |
| Participation rate | 76.7% | 66.7%+10.0pp | 80.3%-3.6pp | 67.9%+8.8pp |
| Annual return | -16.35% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $5,005 | $3,184+57.2% | $4,951+1.1% | $2,596+92.8% |
| Participant deferral / active EE | $2,780 | $3,384-17.8% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $2,975 | $5,755-48.3% | $14,673-79.7% | $5,403-44.9% |