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 | $40,079 | $73,867-45.7% | $143,757-72.1% | $68,494-41.5% |
| Participation rate | 78.6% | 66.7%+11.9pp | 80.3%-1.7pp | 67.9%+10.7pp |
| Annual return | -10.18% | 1.01%-11.2pp | -0.04%-10.1pp | -7.84%-2.3pp |
| Employer contribution / active EE | $1,051 | $3,184-67.0% | $4,951-78.8% | $2,596-59.5% |
| Participant deferral / active EE | $4,314 | $3,384+27.5% | $5,637-23.5% | $4,027+7.1% |
| Admin fee / account holder | $3,195 | $5,755-44.5% | $14,673-78.2% | $5,403-40.9% |