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 | $32,791 | $73,867-55.6% | $143,757-77.2% | $68,494-52.1% |
| Participation rate | 77.9% | 66.7%+11.3pp | 80.3%-2.4pp | 67.9%+10.0pp |
| Annual return | -16.59% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,020 | $3,184-36.6% | $4,951-59.2% | $2,596-22.2% |
| Participant deferral / active EE | $3,114 | $3,384-8.0% | $5,637-44.8% | $4,027-22.7% |
| Admin fee / account holder | $4,226 | $5,755-26.6% | $14,673-71.2% | $5,403-21.8% |