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 | $38,469 | $73,867-47.9% | $143,757-73.2% | $68,494-43.8% |
| Participation rate | 95.0% | 66.7%+28.3pp | 80.3%+14.7pp | 67.9%+27.1pp |
| Annual return | -13.29% | 1.01%-14.3pp | -0.04%-13.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $6,848 | $3,184+115.1% | $4,951+38.3% | $2,596+163.8% |
| Participant deferral / active EE | $3,610 | $3,384+6.7% | $5,637-36.0% | $4,027-10.4% |
| Admin fee / account holder | $7,853 | $5,755+36.5% | $14,673-46.5% | $5,403+45.4% |