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 | $51,949 | $59,805-13.1% | $79,550-34.7% | $68,494-24.2% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -17.70% | -12.30%-5.4pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $703 | $1,505-53.3% | $2,413-70.8% | $2,596-72.9% |
| Participant deferral / active EE | $2,853 | $3,024-5.7% | $3,985-28.4% | $4,027-29.2% |
| Admin fee / account holder | $10,367 | $4,835+114.4% | $6,832+51.7% | $5,403+91.9% |