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 | $47,894 | $59,805-19.9% | $79,550-39.8% | $68,494-30.1% |
| Participation rate | 80.0% | 61.1%+18.9pp | 69.5%+10.5pp | 67.9%+12.1pp |
| Annual return | -15.34% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $518 | $1,505-65.6% | $2,413-78.5% | $2,596-80.1% |
| Participant deferral / active EE | $5,722 | $3,024+89.2% | $3,985+43.6% | $4,027+42.1% |
| Admin fee / account holder | $14,327 | $4,835+196.3% | $6,832+109.7% | $5,403+165.2% |