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 | $23,870 | $73,867-67.7% | $143,757-83.4% | $68,494-65.2% |
| Participation rate | 78.1% | 66.7%+11.4pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | -16.54% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,319 | $3,184-58.6% | $4,951-73.4% | $2,596-49.2% |
| Participant deferral / active EE | $2,204 | $3,384-34.9% | $5,637-60.9% | $4,027-45.3% |
| Admin fee / account holder | $1,271 | $5,755-77.9% | $14,673-91.3% | $5,403-76.5% |