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 | $40,732 | $73,867-44.9% | $143,757-71.7% | $68,494-40.5% |
| Participation rate | 94.0% | 66.7%+27.3pp | 80.3%+13.7pp | 67.9%+26.1pp |
| Annual return | -16.23% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $6,022 | $3,184+89.1% | $4,951+21.6% | $2,596+131.9% |
| Participant deferral / active EE | $2,620 | $3,384-22.6% | $5,637-53.5% | $4,027-34.9% |
| Admin fee / account holder | $1,602 | $5,755-72.2% | $14,673-89.1% | $5,403-70.3% |