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 | $46,555 | $110,094-57.7% | $151,611-69.3% | $68,494-32.0% |
| Participation rate | 79.4% | 84.0%-4.5pp | 87.5%-8.1pp | 67.9%+11.5pp |
| Annual return | -17.81% | -10.12%-7.7pp | 3.33%-21.1pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,728 | $4,471-39.0% | $6,166-55.8% | $2,596+5.1% |
| Participant deferral / active EE | $3,476 | $6,527-46.7% | $8,363-58.4% | $4,027-13.7% |
| Admin fee / account holder | $467 | $7,719-93.9% | $11,616-96.0% | $5,403-91.4% |