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 | $34,321 | $59,805-42.6% | $79,550-56.9% | $68,494-49.9% |
| Participation rate | 72.2% | 61.1%+11.1pp | 69.5%+2.7pp | 67.9%+4.3pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $967 | $1,505-35.7% | $2,413-59.9% | $2,596-62.7% |
| Participant deferral / active EE | $1,863 | $3,024-38.4% | $3,985-53.2% | $4,027-53.7% |
| Admin fee / account holder | $3,280 | $4,835-32.2% | $6,832-52.0% | $5,403-39.3% |