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 | $31,183 | $73,867-57.8% | $143,757-78.3% | $68,494-54.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,678 | $3,184-15.9% | $4,951-45.9% | $2,596+3.2% |
| Participant deferral / active EE | $2,740 | $3,384-19.0% | $5,637-51.4% | $4,027-32.0% |
| Admin fee / account holder | $519 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |