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 | $16,704 | $58,577-71.5% | $83,333-80.0% | $64,186-74.0% |
| Participation rate | 92.9% | 72.0%+20.8pp | 77.8%+15.1pp | 69.6%+23.3pp |
| Annual return | -8.00% | 9.65%-17.6pp | 10.63%-18.6pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,796 | $2,098-14.4% | $3,379-46.8% | $2,381-24.6% |
| Participant deferral / active EE | $1,997 | $4,654-57.1% | $5,565-64.1% | $3,470-42.4% |
| Admin fee / account holder | $323 | $9,275-96.5% | $7,510-95.7% | $4,888-93.4% |