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 | $33,837 | $73,867-54.2% | $143,757-76.5% | $68,494-50.6% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -16.77% | 1.01%-17.8pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,095 | $3,184-65.6% | $4,951-77.9% | $2,596-57.8% |
| Participant deferral / active EE | $3,432 | $3,384+1.4% | $5,637-39.1% | $4,027-14.8% |
| Admin fee / account holder | $1,782 | $5,755-69.0% | $14,673-87.9% | $5,403-67.0% |