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 | $26,608 | $45,863-42.0% | $77,024-65.5% | $68,494-61.2% |
| Participation rate | 85.3% | 55.9%+29.4pp | 67.9%+17.4pp | 67.9%+17.4pp |
| Annual return | -18.86% | 1.72%-20.6pp | 42.32%-61.2pp | -7.84%-11.0pp |
| Employer contribution / active EE | $630 | $1,650-61.8% | $2,812-77.6% | $2,596-75.7% |
| Participant deferral / active EE | $2,334 | $2,962-21.2% | $4,426-47.3% | $4,027-42.0% |
| Admin fee / account holder | $17,326 | $3,041+469.8% | $5,425+219.4% | $5,403+220.7% |