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 | $57,915 | $73,867-21.6% | $143,757-59.7% | $68,494-15.4% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -18.10% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,754 | $3,184-13.5% | $4,951-44.4% | $2,596+6.1% |
| Participant deferral / active EE | $4,814 | $3,384+42.2% | $5,637-14.6% | $4,027+19.5% |
| Admin fee / account holder | $1,702 | $5,755-70.4% | $14,673-88.4% | $5,403-68.5% |