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 | $26,054 | $73,867-64.7% | $143,757-81.9% | $68,494-62.0% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -18.29% | 1.01%-19.3pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,435 | $3,184-54.9% | $4,951-71.0% | $2,596-44.7% |
| Participant deferral / active EE | $2,225 | $3,384-34.3% | $5,637-60.5% | $4,027-44.7% |
| Admin fee / account holder | $2,600 | $5,755-54.8% | $14,673-82.3% | $5,403-51.9% |