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 | $55,495 | $73,867-24.9% | $143,757-61.4% | $68,494-19.0% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,828 | $3,184-42.6% | $4,951-63.1% | $2,596-29.6% |
| Participant deferral / active EE | $4,811 | $3,384+42.1% | $5,637-14.7% | $4,027+19.5% |
| Admin fee / account holder | $607 | $5,755-89.5% | $14,673-95.9% | $5,403-88.8% |