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 | $31,110 | $73,867-57.9% | $143,757-78.4% | $68,494-54.6% |
| Participation rate | 80.5% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.6pp |
| Annual return | -15.17% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,439 | $3,184-54.8% | $4,951-70.9% | $2,596-44.6% |
| Participant deferral / active EE | $2,867 | $3,384-15.3% | $5,637-49.1% | $4,027-28.8% |
| Admin fee / account holder | $2,029 | $5,755-64.7% | $14,673-86.2% | $5,403-62.5% |