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 | $31,274 | $45,863-31.8% | $77,024-59.4% | $68,494-54.3% |
| Participation rate | 98.4% | 55.9%+42.5pp | 67.9%+30.5pp | 67.9%+30.5pp |
| Annual return | -13.91% | 1.72%-15.6pp | 42.32%-56.2pp | -7.84%-6.1pp |
| Employer contribution / active EE | $675 | $1,650-59.1% | $2,812-76.0% | $2,596-74.0% |
| Participant deferral / active EE | $3,507 | $2,962+18.4% | $4,426-20.8% | $4,027-12.9% |
| Admin fee / account holder | $2,690 | $3,041-11.5% | $5,425-50.4% | $5,403-50.2% |