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 | $29,621 | $73,867-59.9% | $143,757-79.4% | $68,494-56.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -9.71% | 1.01%-10.7pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $3,598 | $3,184+13.0% | $4,951-27.3% | $2,596+38.6% |
| Participant deferral / active EE | $7,149 | $3,384+111.2% | $5,637+26.8% | $4,027+77.5% |
| Admin fee / account holder | $2,032 | $5,755-64.7% | $14,673-86.2% | $5,403-62.4% |