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 9-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 | $24,339 | $48,265-49.6% | $68,791-64.6% | $68,494-64.5% |
| Participation rate | 78.6% | 60.7%+17.9pp | 69.0%+9.5pp | 67.9%+10.7pp |
| Annual return | -7.84% | -12.71%+4.9pp | -6.38%-1.5pp | -7.84%0pp |
| Employer contribution / active EE | $2,478 | $1,829+35.5% | $2,655-6.7% | $2,596-4.6% |
| Participant deferral / active EE | $2,786 | $2,867-2.8% | $3,941-29.3% | $4,027-30.8% |
| Admin fee / account holder | $3,177 | $4,355-27.0% | $4,932-35.6% | $5,403-41.2% |