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 | $31,603 | $73,867-57.2% | $143,757-78.0% | $68,494-53.9% |
| Participation rate | 98.3% | 66.7%+31.7pp | 80.3%+18.0pp | 67.9%+30.4pp |
| Annual return | -11.82% | 1.01%-12.8pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $4,414 | $3,184+38.6% | $4,951-10.8% | $2,596+70.0% |
| Participant deferral / active EE | $2,585 | $3,384-23.6% | $5,637-54.1% | $4,027-35.8% |
| Admin fee / account holder | $11,061 | $5,755+92.2% | $14,673-24.6% | $5,403+104.7% |