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 | $35,868 | $73,867-51.4% | $143,757-75.0% | $68,494-47.6% |
| Participation rate | 87.0% | 66.7%+20.3pp | 80.3%+6.6pp | 67.9%+19.1pp |
| Annual return | -13.15% | 1.01%-14.2pp | -0.04%-13.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $449 | $3,184-85.9% | $4,951-90.9% | $2,596-82.7% |
| Participant deferral / active EE | $2,451 | $3,384-27.6% | $5,637-56.5% | $4,027-39.1% |
| Admin fee / account holder | $2,143 | $5,755-62.8% | $14,673-85.4% | $5,403-60.3% |