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 | $22,370 | $45,863-51.2% | $77,024-71.0% | $68,494-67.3% |
| Participation rate | 98.5% | 55.9%+42.5pp | 67.9%+30.6pp | 67.9%+30.6pp |
| Annual return | -10.84% | 1.72%-12.6pp | 42.32%-53.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $923 | $1,650-44.0% | $2,812-67.2% | $2,596-64.4% |
| Participant deferral / active EE | $1,302 | $2,962-56.0% | $4,426-70.6% | $4,027-67.7% |
| Admin fee / account holder | $3,130 | $3,041+2.9% | $5,425-42.3% | $5,403-42.1% |