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 | $34,593 | $73,867-53.2% | $143,757-75.9% | $68,494-49.5% |
| Participation rate | 71.9% | 66.7%+5.2pp | 80.3%-8.4pp | 67.9%+4.0pp |
| Annual return | -15.56% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,612 | $3,184-49.4% | $4,951-67.4% | $2,596-37.9% |
| Participant deferral / active EE | $3,363 | $3,384-0.6% | $5,637-40.3% | $4,027-16.5% |
| Admin fee / account holder | $1,414 | $5,755-75.4% | $14,673-90.4% | $5,403-73.8% |