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 | $31,171 | $73,867-57.8% | $143,757-78.3% | $68,494-54.5% |
| Participation rate | 83.9% | 66.7%+17.2pp | 80.3%+3.6pp | 67.9%+16.0pp |
| Annual return | -15.24% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $850 | $3,184-73.3% | $4,951-82.8% | $2,596-67.3% |
| Participant deferral / active EE | $1,501 | $3,384-55.7% | $5,637-73.4% | $4,027-62.7% |
| Admin fee / account holder | $1,261 | $5,755-78.1% | $14,673-91.4% | $5,403-76.7% |