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 | $30,882 | $42,894-28.0% | $60,874-49.3% | $68,494-54.9% |
| Participation rate | 74.4% | 66.8%+7.6pp | 73.1%+1.3pp | 67.9%+6.5pp |
| Annual return | -14.29% | -13.98%-0.3pp | 16.90%-31.2pp | -7.84%-6.4pp |
| Employer contribution / active EE | $698 | $1,978-64.7% | $2,701-74.2% | $2,596-73.1% |
| Participant deferral / active EE | $1,578 | $2,867-44.9% | $3,817-58.6% | $4,027-60.8% |
| Admin fee / account holder | $4,313 | $3,101+39.1% | $3,224+33.8% | $5,403-20.2% |