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 | $38,115 | $71,883-47.0% | $86,677-56.0% | $68,494-44.4% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -10.89% | 3.52%-14.4pp | 35.91%-46.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $1,215 | $2,173-44.1% | $2,836-57.2% | $2,596-53.2% |
| Participant deferral / active EE | $2,512 | $3,779-33.5% | $4,656-46.0% | $4,027-37.6% |
| Admin fee / account holder | $691 | $6,112-88.7% | $7,493-90.8% | $5,403-87.2% |