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 | $13,100 | $45,863-71.4% | $77,024-83.0% | $68,494-80.9% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -15.97% | 1.72%-17.7pp | 42.32%-58.3pp | -7.84%-8.1pp |
| Employer contribution / active EE | $960 | $1,650-41.8% | $2,812-65.9% | $2,596-63.0% |
| Participant deferral / active EE | $2,460 | $2,962-17.0% | $4,426-44.4% | $4,027-38.9% |
| Admin fee / account holder | $1,281 | $3,041-57.9% | $5,425-76.4% | $5,403-76.3% |