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 | $47,276 | $59,805-20.9% | $79,550-40.6% | $68,494-31.0% |
| Participation rate | 86.2% | 61.1%+25.1pp | 69.5%+16.7pp | 67.9%+18.3pp |
| Annual return | -15.08% | -12.30%-2.8pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $4,903 | $1,505+225.8% | $2,413+103.2% | $2,596+88.8% |
| Participant deferral / active EE | $10,778 | $3,024+256.4% | $3,985+170.4% | $4,027+167.6% |
| Admin fee / account holder | $16,997 | $4,835+251.6% | $6,832+148.8% | $5,403+214.6% |