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 | $67,693 | $45,863+47.6% | $77,024-12.1% | $68,494-1.2% |
| Participation rate | 88.7% | 55.9%+32.8pp | 67.9%+20.8pp | 67.9%+20.8pp |
| Annual return | -16.09% | 1.72%-17.8pp | 42.32%-58.4pp | -7.84%-8.2pp |
| Employer contribution / active EE | $300 | $1,650-81.8% | $2,812-89.3% | $2,596-88.5% |
| Participant deferral / active EE | $3,443 | $2,962+16.2% | $4,426-22.2% | $4,027-14.5% |
| Admin fee / account holder | $3,144 | $3,041+3.4% | $5,425-42.1% | $5,403-41.8% |