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 | $30,950 | $73,867-58.1% | $143,757-78.5% | $68,494-54.8% |
| Participation rate | 73.7% | 66.7%+7.0pp | 80.3%-6.6pp | 67.9%+5.8pp |
| Annual return | -14.84% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,007 | $3,184-37.0% | $4,951-59.5% | $2,596-22.7% |
| Participant deferral / active EE | $2,977 | $3,384-12.0% | $5,637-47.2% | $4,027-26.1% |
| Admin fee / account holder | $835 | $5,755-85.5% | $14,673-94.3% | $5,403-84.5% |