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 | $37,635 | $73,867-49.0% | $143,757-73.8% | $68,494-45.1% |
| Participation rate | 75.9% | 66.7%+9.2pp | 80.3%-4.4pp | 67.9%+8.0pp |
| Annual return | -17.42% | 1.01%-18.4pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,816 | $3,184+51.2% | $4,951-2.7% | $2,596+85.5% |
| Participant deferral / active EE | $3,842 | $3,384+13.5% | $5,637-31.8% | $4,027-4.6% |
| Admin fee / account holder | $312 | $5,755-94.6% | $14,673-97.9% | $5,403-94.2% |