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 | $21,837 | $45,863-52.4% | $77,024-71.6% | $68,494-68.1% |
| Participation rate | 98.8% | 55.9%+42.8pp | 67.9%+30.8pp | 67.9%+30.9pp |
| Annual return | -14.24% | 1.72%-16.0pp | 42.32%-56.6pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,347 | $1,650-18.4% | $2,812-52.1% | $2,596-48.1% |
| Participant deferral / active EE | $2,299 | $2,962-22.4% | $4,426-48.1% | $4,027-42.9% |
| Admin fee / account holder | $3,607 | $3,041+18.6% | $5,425-33.5% | $5,403-33.2% |