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 | $43,865 | $54,350-19.3% | $82,719-47.0% | $68,494-36.0% |
| Participation rate | 73.3% | 63.9%+9.4pp | 72.6%+0.8pp | 67.9%+5.4pp |
| Annual return | -11.31% | -13.67%+2.4pp | 701.18%-712.5pp | -7.84%-3.5pp |
| Employer contribution / active EE | $463 | $2,218-79.1% | $3,009-84.6% | $2,596-82.2% |
| Participant deferral / active EE | $4,688 | $3,246+44.4% | $4,395+6.7% | $4,027+16.4% |
| Admin fee / account holder | $15,024 | $4,395+241.8% | $5,329+181.9% | $5,403+178.1% |