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 | $30,255 | $73,867-59.0% | $143,757-79.0% | $68,494-55.8% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -14.59% | 1.01%-15.6pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $7,457 | $3,184+134.2% | $4,951+50.6% | $2,596+187.2% |
| Participant deferral / active EE | $4,492 | $3,384+32.7% | $5,637-20.3% | $4,027+11.5% |
| Admin fee / account holder | $3,034 | $5,755-47.3% | $14,673-79.3% | $5,403-43.9% |