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 | $24,949 | $73,867-66.2% | $143,757-82.6% | $68,494-63.6% |
| Participation rate | 84.4% | 66.7%+17.8pp | 80.3%+4.1pp | 67.9%+16.6pp |
| Annual return | -12.49% | 1.01%-13.5pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,139 | $3,184-32.8% | $4,951-56.8% | $2,596-17.6% |
| Participant deferral / active EE | $3,564 | $3,384+5.3% | $5,637-36.8% | $4,027-11.5% |
| Admin fee / account holder | $2,309 | $5,755-59.9% | $14,673-84.3% | $5,403-57.3% |