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 | $38,165 | $73,867-48.3% | $143,757-73.5% | $68,494-44.3% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -18.02% | 1.01%-19.0pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,966 | $3,184-38.3% | $4,951-60.3% | $2,596-24.3% |
| Participant deferral / active EE | $3,603 | $3,384+6.5% | $5,637-36.1% | $4,027-10.5% |
| Admin fee / account holder | $323 | $5,755-94.4% | $14,673-97.8% | $5,403-94.0% |