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 | $43,277 | $73,867-41.4% | $143,757-69.9% | $68,494-36.8% |
| Participation rate | 71.7% | 66.7%+5.0pp | 80.3%-8.6pp | 67.9%+3.8pp |
| Annual return | -14.83% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,473 | $3,184-22.3% | $4,951-50.0% | $2,596-4.7% |
| Participant deferral / active EE | $5,159 | $3,384+52.4% | $5,637-8.5% | $4,027+28.1% |
| Admin fee / account holder | $6,315 | $5,755+9.7% | $14,673-57.0% | $5,403+16.9% |