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 | $13,359 | $73,867-81.9% | $143,757-90.7% | $68,494-80.5% |
| Participation rate | 89.1% | 66.7%+22.5pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -15.20% | 1.01%-16.2pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $2,194 | $3,184-31.1% | $4,951-55.7% | $2,596-15.5% |
| Participant deferral / active EE | $2,119 | $3,384-37.4% | $5,637-62.4% | $4,027-47.4% |
| Admin fee / account holder | $1,822 | $5,755-68.3% | $14,673-87.6% | $5,403-66.3% |