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 | $25,347 | $73,867-65.7% | $143,757-82.4% | $68,494-63.0% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.86% | 1.01%-19.9pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,177 | $3,184-63.0% | $4,951-76.2% | $2,596-54.7% |
| Participant deferral / active EE | $4,316 | $3,384+27.5% | $5,637-23.4% | $4,027+7.2% |
| Admin fee / account holder | $1,197 | $5,755-79.2% | $14,673-91.8% | $5,403-77.8% |