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 | $20,674 | $73,867-72.0% | $143,757-85.6% | $68,494-69.8% |
| Participation rate | 88.1% | 66.7%+21.4pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -13.81% | 1.01%-14.8pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $2,269 | $3,184-28.7% | $4,951-54.2% | $2,596-12.6% |
| Participant deferral / active EE | $4,462 | $3,384+31.8% | $5,637-20.9% | $4,027+10.8% |
| Admin fee / account holder | $1,496 | $5,755-74.0% | $14,673-89.8% | $5,403-72.3% |