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 | $32,574 | $73,867-55.9% | $143,757-77.3% | $68,494-52.4% |
| Participation rate | 95.6% | 66.7%+28.9pp | 80.3%+15.2pp | 67.9%+27.7pp |
| Annual return | -12.76% | 1.01%-13.8pp | -0.04%-12.7pp | -7.84%-4.9pp |
| Employer contribution / active EE | $3,131 | $3,184-1.7% | $4,951-36.8% | $2,596+20.6% |
| Participant deferral / active EE | $1,129 | $3,384-66.6% | $5,637-80.0% | $4,027-72.0% |
| Admin fee / account holder | $16,481 | $5,755+186.4% | $14,673+12.3% | $5,403+205.1% |