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 | $24,486 | $73,867-66.9% | $143,757-83.0% | $68,494-64.3% |
| Participation rate | 84.2% | 66.7%+17.6pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -14.72% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,096 | $3,184-65.6% | $4,951-77.9% | $2,596-57.8% |
| Participant deferral / active EE | $3,096 | $3,384-8.5% | $5,637-45.1% | $4,027-23.1% |
| Admin fee / account holder | $1,482 | $5,755-74.3% | $14,673-89.9% | $5,403-72.6% |