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 | $30,106 | $45,863-34.4% | $77,024-60.9% | $68,494-56.0% |
| Participation rate | 89.7% | 55.9%+33.7pp | 67.9%+21.8pp | 67.9%+21.8pp |
| Annual return | -15.93% | 1.72%-17.7pp | 42.32%-58.2pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,597 | $1,650+57.4% | $2,812-7.7% | $2,5960% |
| Participant deferral / active EE | $4,902 | $2,962+65.5% | $4,426+10.7% | $4,027+21.7% |
| Admin fee / account holder | $578 | $3,041-81.0% | $5,425-89.4% | $5,403-89.3% |