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 | $23,617 | $71,480-67.0% | $90,782-74.0% | $64,186-63.2% |
| Participation rate | 97.9% | 77.6%+20.4pp | 82.7%+15.3pp | 69.6%+28.3pp |
| Annual return | -6.32% | -4.25%-2.1pp | -3.42%-2.9pp | 7.63%-14.0pp |
| Employer contribution / active EE | $2,422 | $3,415-29.1% | $4,105-41.0% | $2,381+1.7% |
| Participant deferral / active EE | $6,138 | $4,302+42.7% | $5,366+14.4% | $3,470+76.9% |
| Admin fee / account holder | $2,817 | $6,309-55.3% | $5,908-52.3% | $4,888-42.4% |