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 | $11,939 | $73,867-83.8% | $143,757-91.7% | $68,494-82.6% |
| Participation rate | 75.5% | 66.7%+8.9pp | 80.3%-4.8pp | 67.9%+7.6pp |
| Annual return | -13.86% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,469 | $3,184-53.9% | $4,951-70.3% | $2,596-43.4% |
| Participant deferral / active EE | $1,421 | $3,384-58.0% | $5,637-74.8% | $4,027-64.7% |
| Admin fee / account holder | $732 | $5,755-87.3% | $14,673-95.0% | $5,403-86.5% |