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 | $66,869 | $45,825+45.9% | $90,645-26.2% | $56,287+18.8% |
| Participation rate | 78.4% | 66.7%+11.7pp | 74.0%+4.4pp | 69.9%+8.6pp |
| Annual return | -5.23% | 38.64%-43.9pp | 1.88%-7.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $1,082 | $1,372-21.1% | $2,532-57.3% | $2,111-48.7% |
| Participant deferral / active EE | $3,928 | $2,562+53.3% | $3,425+14.7% | $3,350+17.3% |
| Admin fee / account holder | $2,917 | $413+606.9% | $4,994-41.6% | $521+459.9% |