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 | $22,889 | $73,867-69.0% | $143,757-84.1% | $68,494-66.6% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -15.18% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $858 | $3,184-73.1% | $4,951-82.7% | $2,596-67.0% |
| Participant deferral / active EE | $3,647 | $3,384+7.8% | $5,637-35.3% | $4,027-9.4% |
| Admin fee / account holder | $2,754 | $5,755-52.2% | $14,673-81.2% | $5,403-49.0% |