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 | $34,831 | $73,867-52.8% | $143,757-75.8% | $68,494-49.1% |
| Participation rate | 83.8% | 66.7%+17.1pp | 80.3%+3.5pp | 67.9%+15.9pp |
| Annual return | -16.17% | 1.01%-17.2pp | -0.04%-16.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $2,025 | $3,184-36.4% | $4,951-59.1% | $2,596-22.0% |
| Participant deferral / active EE | $3,853 | $3,384+13.8% | $5,637-31.6% | $4,027-4.3% |
| Admin fee / account holder | $702 | $5,755-87.8% | $14,673-95.2% | $5,403-87.0% |