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 | $31,766 | $42,383-25.0% | $76,523-58.5% | $64,186-50.5% |
| Participation rate | 97.7% | 58.1%+39.5pp | 68.0%+29.7pp | 69.6%+28.1pp |
| Annual return | -7.61% | -16.54%+8.9pp | -0.27%-7.3pp | 7.63%-15.2pp |
| Employer contribution / active EE | $529 | $1,563-66.2% | $2,647-80.0% | $2,381-77.8% |
| Participant deferral / active EE | $4,206 | $2,566+63.9% | $3,835+9.7% | $3,470+21.2% |
| Admin fee / account holder | $1,624 | $3,198-49.2% | $4,848-66.5% | $4,888-66.8% |