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 | $14,004 | $73,867-81.0% | $143,757-90.3% | $68,494-79.6% |
| Participation rate | 93.9% | 66.7%+27.2pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -11.88% | 1.01%-12.9pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,138 | $3,184-32.9% | $4,951-56.8% | $2,596-17.7% |
| Participant deferral / active EE | $4,504 | $3,384+33.1% | $5,637-20.1% | $4,027+11.9% |
| Admin fee / account holder | $6,265 | $5,755+8.9% | $14,673-57.3% | $5,403+16.0% |