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 | $29,759 | $73,867-59.7% | $143,757-79.3% | $68,494-56.6% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -14.73% | 1.01%-15.7pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,147 | $3,184-32.6% | $4,951-56.6% | $2,596-17.3% |
| Participant deferral / active EE | $2,624 | $3,384-22.5% | $5,637-53.5% | $4,027-34.8% |
| Admin fee / account holder | $388 | $5,755-93.2% | $14,673-97.4% | $5,403-92.8% |