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 | $17,799 | $73,867-75.9% | $143,757-87.6% | $68,494-74.0% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -13.79% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $1,725 | $3,184-45.8% | $4,951-65.2% | $2,596-33.6% |
| Participant deferral / active EE | $2,604 | $3,384-23.1% | $5,637-53.8% | $4,027-35.3% |
| Admin fee / account holder | $4,875 | $5,755-15.3% | $14,673-66.8% | $5,403-9.8% |