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 | $50,585 | $73,867-31.5% | $143,757-64.8% | $68,494-26.1% |
| Participation rate | 88.2% | 66.7%+21.6pp | 80.3%+7.9pp | 67.9%+20.3pp |
| Annual return | -16.24% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,478 | $3,184-22.2% | $4,951-50.0% | $2,596-4.6% |
| Participant deferral / active EE | $4,719 | $3,384+39.4% | $5,637-16.3% | $4,027+17.2% |
| Admin fee / account holder | $769 | $5,755-86.6% | $14,673-94.8% | $5,403-85.8% |