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 | $22,157 | $73,867-70.0% | $143,757-84.6% | $68,494-67.7% |
| Participation rate | 76.8% | 66.7%+10.2pp | 80.3%-3.5pp | 67.9%+8.9pp |
| Annual return | -14.67% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $2,702 | $3,184-15.1% | $4,951-45.4% | $2,596+4.1% |
| Participant deferral / active EE | $4,220 | $3,384+24.7% | $5,637-25.1% | $4,027+4.8% |
| Admin fee / account holder | $10,501 | $5,755+82.5% | $14,673-28.4% | $5,403+94.4% |