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 | $27,549 | $73,867-62.7% | $143,757-80.8% | $68,494-59.8% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -17.74% | 1.01%-18.7pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $891 | $3,184-72.0% | $4,951-82.0% | $2,596-65.7% |
| Participant deferral / active EE | $1,465 | $3,384-56.7% | $5,637-74.0% | $4,027-63.6% |
| Admin fee / account holder | $4,037 | $5,755-29.8% | $14,673-72.5% | $5,403-25.3% |