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 | $37,164 | $73,867-49.7% | $143,757-74.1% | $68,494-45.7% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.3pp | 67.9%+3.1pp |
| Annual return | -15.16% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $672 | $3,184-78.9% | $4,951-86.4% | $2,596-74.1% |
| Participant deferral / active EE | $1,524 | $3,384-55.0% | $5,637-73.0% | $4,027-62.2% |
| Admin fee / account holder | $5,619 | $5,755-2.4% | $14,673-61.7% | $5,403+4.0% |