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 | $37,379 | $73,867-49.4% | $143,757-74.0% | $68,494-45.4% |
| Participation rate | 78.0% | 66.7%+11.3pp | 80.3%-2.3pp | 67.9%+10.1pp |
| Annual return | -10.94% | 1.01%-12.0pp | -0.04%-10.9pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,174 | $3,184-31.7% | $4,951-56.1% | $2,596-16.3% |
| Participant deferral / active EE | $3,964 | $3,384+17.1% | $5,637-29.7% | $4,027-1.6% |
| Admin fee / account holder | $537 | $5,755-90.7% | $14,673-96.3% | $5,403-90.1% |