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 | $23,726 | $73,867-67.9% | $143,757-83.5% | $68,494-65.4% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | -17.22% | 1.01%-18.2pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,193 | $3,184-62.5% | $4,951-75.9% | $2,596-54.0% |
| Participant deferral / active EE | $3,061 | $3,384-9.6% | $5,637-45.7% | $4,027-24.0% |
| Admin fee / account holder | $3,264 | $5,755-43.3% | $14,673-77.8% | $5,403-39.6% |