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 | $17,833 | $42,383-57.9% | $76,523-76.7% | $64,186-72.2% |
| Participation rate | 93.9% | 58.1%+35.8pp | 68.0%+25.9pp | 69.6%+24.4pp |
| Annual return | -5.19% | -16.54%+11.3pp | -0.27%-4.9pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,881 | $1,563+20.3% | $2,647-28.9% | $2,381-21.0% |
| Participant deferral / active EE | $1,001 | $2,566-61.0% | $3,835-73.9% | $3,470-71.1% |
| Admin fee / account holder | $900 | $3,198-71.9% | $4,848-81.4% | $4,888-81.6% |