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 | $35,767 | $59,805-40.2% | $79,550-55.0% | $68,494-47.8% |
| Participation rate | 98.2% | 61.1%+37.1pp | 69.5%+28.7pp | 67.9%+30.3pp |
| Annual return | -14.06% | -12.30%-1.8pp | 0.16%-14.2pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,786 | $1,505+18.7% | $2,413-26.0% | $2,596-31.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,055 | $4,835-78.2% | $6,832-84.6% | $5,403-80.5% |