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 | $14,639 | $73,867-80.2% | $143,757-89.8% | $68,494-78.6% |
| Participation rate | 96.5% | 66.7%+29.8pp | 80.3%+16.2pp | 67.9%+28.6pp |
| Annual return | -15.29% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,011 | $3,384-40.6% | $5,637-64.3% | $4,027-50.1% |
| Admin fee / account holder | $1,141 | $5,755-80.2% | $14,673-92.2% | $5,403-78.9% |