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 | $19,165 | $73,867-74.1% | $143,757-86.7% | $68,494-72.0% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $778 | $3,184-75.6% | $4,951-84.3% | $2,596-70.0% |
| Participant deferral / active EE | $3,878 | $3,384+14.6% | $5,637-31.2% | $4,027-3.7% |
| Admin fee / account holder | $584 | $5,755-89.9% | $14,673-96.0% | $5,403-89.2% |