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 | $56,934 | $73,867-22.9% | $143,757-60.4% | $68,494-16.9% |
| Participation rate | 77.8% | 66.7%+11.1pp | 80.3%-2.5pp | 67.9%+9.9pp |
| Annual return | -13.43% | 1.01%-14.4pp | -0.04%-13.4pp | -7.84%-5.6pp |
| Employer contribution / active EE | $1,511 | $3,184-52.6% | $4,951-69.5% | $2,596-41.8% |
| Participant deferral / active EE | $3,126 | $3,384-7.6% | $5,637-44.5% | $4,027-22.4% |
| Admin fee / account holder | $4,877 | $5,755-15.3% | $14,673-66.8% | $5,403-9.7% |