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 | $48,061 | $73,867-34.9% | $143,757-66.6% | $68,494-29.8% |
| Participation rate | 73.7% | 66.7%+7.0pp | 80.3%-6.6pp | 67.9%+5.8pp |
| Annual return | -16.97% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,624 | $3,184-49.0% | $4,951-67.2% | $2,596-37.5% |
| Participant deferral / active EE | $4,900 | $3,384+44.8% | $5,637-13.1% | $4,027+21.7% |
| Admin fee / account holder | $648 | $5,755-88.7% | $14,673-95.6% | $5,403-88.0% |