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 | $12,769 | $73,867-82.7% | $143,757-91.1% | $68,494-81.4% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -11.39% | 1.01%-12.4pp | -0.04%-11.4pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,406 | $3,184-55.9% | $4,951-71.6% | $2,596-45.9% |
| Participant deferral / active EE | $2,481 | $3,384-26.7% | $5,637-56.0% | $4,027-38.4% |
| Admin fee / account holder | $1,559 | $5,755-72.9% | $14,673-89.4% | $5,403-71.1% |