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 | $68,625 | $73,867-7.1% | $143,757-52.3% | $68,494+0.2% |
| Participation rate | 93.2% | 66.7%+26.5pp | 80.3%+12.9pp | 67.9%+25.3pp |
| Annual return | -16.26% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,320 | $3,184-58.5% | $4,951-73.3% | $2,596-49.2% |
| Participant deferral / active EE | $3,383 | $3,3840% | $5,637-40.0% | $4,027-16.0% |
| Admin fee / account holder | $668 | $5,755-88.4% | $14,673-95.4% | $5,403-87.6% |