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 | $20,239 | $73,867-72.6% | $143,757-85.9% | $68,494-70.5% |
| Participation rate | 79.3% | 66.7%+12.7pp | 80.3%-1.0pp | 67.9%+11.4pp |
| Annual return | -13.28% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $825 | $3,184-74.1% | $4,951-83.3% | $2,596-68.2% |
| Participant deferral / active EE | $2,365 | $3,384-30.1% | $5,637-58.0% | $4,027-41.3% |
| Admin fee / account holder | $4,066 | $5,755-29.4% | $14,673-72.3% | $5,403-24.8% |