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 | $31,453 | $59,805-47.4% | $79,550-60.5% | $68,494-54.1% |
| Participation rate | 79.7% | 61.1%+18.6pp | 69.5%+10.2pp | 67.9%+11.8pp |
| Annual return | -13.78% | -12.30%-1.5pp | 0.16%-13.9pp | -7.84%-5.9pp |
| Employer contribution / active EE | $2,481 | $1,505+64.9% | $2,413+2.8% | $2,596-4.4% |
| Participant deferral / active EE | $3,573 | $3,024+18.1% | $3,985-10.4% | $4,027-11.3% |
| Admin fee / account holder | $1,446 | $4,835-70.1% | $6,832-78.8% | $5,403-73.2% |