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 | $24,160 | $56,357-57.1% | $104,294-76.8% | $68,494-64.7% |
| Participation rate | 78.3% | 63.3%+15.1pp | 73.3%+5.1pp | 67.9%+10.4pp |
| Annual return | -11.98% | -9.19%-2.8pp | 24.61%-36.6pp | -7.84%-4.1pp |
| Employer contribution / active EE | $670 | $1,960-65.8% | $3,372-80.1% | $2,596-74.2% |
| Participant deferral / active EE | $2,522 | $3,077-18.0% | $4,625-45.5% | $4,027-37.4% |
| Admin fee / account holder | $3,245 | $4,903-33.8% | $7,339-55.8% | $5,403-39.9% |