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 | $34,868 | $59,805-41.7% | $79,550-56.2% | $68,494-49.1% |
| Participation rate | 84.4% | 61.1%+23.3pp | 69.5%+14.9pp | 67.9%+16.5pp |
| Annual return | -19.29% | -12.30%-7.0pp | 0.16%-19.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,522 | $1,505+67.6% | $2,413+4.5% | $2,596-2.9% |
| Participant deferral / active EE | $3,496 | $3,024+15.6% | $3,985-12.3% | $4,027-13.2% |
| Admin fee / account holder | $551 | $4,835-88.6% | $6,832-91.9% | $5,403-89.8% |