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 | $28,584 | $73,867-61.3% | $143,757-80.1% | $68,494-58.3% |
| Participation rate | 93.5% | 66.7%+26.8pp | 80.3%+13.2pp | 67.9%+25.6pp |
| Annual return | -17.11% | 1.01%-18.1pp | -0.04%-17.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,364 | $3,184-57.2% | $4,951-72.5% | $2,596-47.5% |
| Participant deferral / active EE | $2,224 | $3,384-34.3% | $5,637-60.5% | $4,027-44.8% |
| Admin fee / account holder | $2,378 | $5,755-58.7% | $14,673-83.8% | $5,403-56.0% |