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 | $34,611 | $73,867-53.1% | $143,757-75.9% | $68,494-49.5% |
| Participation rate | 92.6% | 66.7%+25.9pp | 80.3%+12.3pp | 67.9%+24.7pp |
| Annual return | -15.82% | 1.01%-16.8pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,966 | $3,184-38.2% | $4,951-60.3% | $2,596-24.3% |
| Participant deferral / active EE | $3,193 | $3,384-5.7% | $5,637-43.4% | $4,027-20.7% |
| Admin fee / account holder | $2,831 | $5,755-50.8% | $14,673-80.7% | $5,403-47.6% |