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 | $14,483 | $73,867-80.4% | $143,757-89.9% | $68,494-78.9% |
| Participation rate | 78.4% | 66.7%+11.8pp | 80.3%-1.9pp | 67.9%+10.5pp |
| Annual return | -15.54% | 1.01%-16.6pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $759 | $3,184-76.2% | $4,951-84.7% | $2,596-70.8% |
| Participant deferral / active EE | $1,008 | $3,384-70.2% | $5,637-82.1% | $4,027-75.0% |
| Admin fee / account holder | $1,721 | $5,755-70.1% | $14,673-88.3% | $5,403-68.1% |