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 | $55,914 | $59,805-6.5% | $79,550-29.7% | $68,494-18.4% |
| Participation rate | 92.7% | 61.1%+31.6pp | 69.5%+23.2pp | 67.9%+24.8pp |
| Annual return | -15.32% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,229 | $1,505-18.4% | $2,413-49.1% | $2,596-52.7% |
| Participant deferral / active EE | $4,432 | $3,024+46.5% | $3,985+11.2% | $4,027+10.1% |
| Admin fee / account holder | $1,306 | $4,835-73.0% | $6,832-80.9% | $5,403-75.8% |