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 | $33,578 | $73,867-54.5% | $143,757-76.6% | $68,494-51.0% |
| Participation rate | 74.2% | 66.7%+7.5pp | 80.3%-6.1pp | 67.9%+6.3pp |
| Annual return | -17.69% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,935 | $3,184-39.2% | $4,951-60.9% | $2,596-25.5% |
| Participant deferral / active EE | $2,718 | $3,384-19.7% | $5,637-51.8% | $4,027-32.5% |
| Admin fee / account holder | $1,731 | $5,755-69.9% | $14,673-88.2% | $5,403-68.0% |