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 | $28,250 | $73,867-61.8% | $143,757-80.3% | $68,494-58.8% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.94% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $2,227 | $3,184-30.0% | $4,951-55.0% | $2,596-14.2% |
| Participant deferral / active EE | $2,197 | $3,384-35.1% | $5,637-61.0% | $4,027-45.4% |
| Admin fee / account holder | $3,181 | $5,755-44.7% | $14,673-78.3% | $5,403-41.1% |