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 | $41,473 | $73,867-43.9% | $143,757-71.2% | $68,494-39.5% |
| Participation rate | 87.9% | 66.7%+21.2pp | 80.3%+7.6pp | 67.9%+20.0pp |
| Annual return | -10.71% | 1.01%-11.7pp | -0.04%-10.7pp | -7.84%-2.9pp |
| Employer contribution / active EE | $6,186 | $3,184+94.3% | $4,951+25.0% | $2,596+138.3% |
| Participant deferral / active EE | $4,199 | $3,384+24.1% | $5,637-25.5% | $4,027+4.3% |
| Admin fee / account holder | $21,651 | $5,755+276.2% | $14,673+47.6% | $5,403+300.7% |