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 | $27,038 | $45,863-41.0% | $77,024-64.9% | $68,494-60.5% |
| Participation rate | 76.0% | 55.9%+20.1pp | 67.9%+8.1pp | 67.9%+8.1pp |
| Annual return | -15.92% | 1.72%-17.6pp | 42.32%-58.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $1,039 | $1,650-37.0% | $2,812-63.1% | $2,596-60.0% |
| Participant deferral / active EE | $2,069 | $2,962-30.2% | $4,426-53.3% | $4,027-48.6% |
| Admin fee / account holder | $839 | $3,041-72.4% | $5,425-84.5% | $5,403-84.5% |