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 | $26,815 | $73,867-63.7% | $143,757-81.3% | $68,494-60.9% |
| Participation rate | 88.1% | 66.7%+21.4pp | 80.3%+7.8pp | 67.9%+20.2pp |
| Annual return | -12.34% | 1.01%-13.4pp | -0.04%-12.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $2,492 | $3,184-21.7% | $4,951-49.7% | $2,596-4.0% |
| Participant deferral / active EE | $4,151 | $3,384+22.7% | $5,637-26.4% | $4,027+3.1% |
| Admin fee / account holder | $6,608 | $5,755+14.8% | $14,673-55.0% | $5,403+22.3% |