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 | $59,404 | $73,867-19.6% | $143,757-58.7% | $68,494-13.3% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,594 | $3,184-50.0% | $4,951-67.8% | $2,596-38.6% |
| Participant deferral / active EE | $5,053 | $3,384+49.3% | $5,637-10.4% | $4,027+25.5% |
| Admin fee / account holder | $1,214 | $5,755-78.9% | $14,673-91.7% | $5,403-77.5% |