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 | $44,985 | $73,867-39.1% | $143,757-68.7% | $68,494-34.3% |
| Participation rate | 86.0% | 66.7%+19.4pp | 80.3%+5.7pp | 67.9%+18.2pp |
| Annual return | -13.31% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,217 | $3,184-61.8% | $4,951-75.4% | $2,596-53.1% |
| Participant deferral / active EE | $3,857 | $3,384+14.0% | $5,637-31.6% | $4,027-4.2% |
| Admin fee / account holder | $917 | $5,755-84.1% | $14,673-93.8% | $5,403-83.0% |