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 | $24,306 | $73,867-67.1% | $143,757-83.1% | $68,494-64.5% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -18.07% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $3,207 | $3,184+0.7% | $4,951-35.2% | $2,596+23.5% |
| Participant deferral / active EE | $3,603 | $3,384+6.4% | $5,637-36.1% | $4,027-10.5% |
| Admin fee / account holder | $959 | $5,755-83.3% | $14,673-93.5% | $5,403-82.3% |