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 | $29,705 | $73,867-59.8% | $143,757-79.3% | $68,494-56.6% |
| Participation rate | 80.3% | 66.7%+13.6pp | 80.3%0pp | 67.9%+12.4pp |
| Annual return | -15.66% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,175 | $3,184-63.1% | $4,951-76.3% | $2,596-54.7% |
| Participant deferral / active EE | $1,783 | $3,384-47.3% | $5,637-68.4% | $4,027-55.7% |
| Admin fee / account holder | $3,327 | $5,755-42.2% | $14,673-77.3% | $5,403-38.4% |