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 | $24,069 | $73,867-67.4% | $143,757-83.3% | $68,494-64.9% |
| Participation rate | 74.5% | 66.7%+7.9pp | 80.3%-5.8pp | 67.9%+6.6pp |
| Annual return | -15.61% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,354 | $3,184-57.5% | $4,951-72.6% | $2,596-47.8% |
| Participant deferral / active EE | $2,035 | $3,384-39.9% | $5,637-63.9% | $4,027-49.5% |
| Admin fee / account holder | $4,127 | $5,755-28.3% | $14,673-71.9% | $5,403-23.6% |