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 | $21,800 | $73,867-70.5% | $143,757-84.8% | $68,494-68.2% |
| Participation rate | 74.1% | 66.7%+7.4pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -15.90% | 1.01%-16.9pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,533 | $3,184-51.9% | $4,951-69.0% | $2,596-40.9% |
| Participant deferral / active EE | $2,370 | $3,384-30.0% | $5,637-58.0% | $4,027-41.1% |
| Admin fee / account holder | $2,496 | $5,755-56.6% | $14,673-83.0% | $5,403-53.8% |