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 | $17,235 | $73,867-76.7% | $143,757-88.0% | $68,494-74.8% |
| Participation rate | 77.3% | 66.7%+10.7pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -17.54% | 1.01%-18.5pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,083 | $3,184-66.0% | $4,951-78.1% | $2,596-58.3% |
| Participant deferral / active EE | $2,361 | $3,384-30.2% | $5,637-58.1% | $4,027-41.4% |
| Admin fee / account holder | $700 | $5,755-87.8% | $14,673-95.2% | $5,403-87.0% |