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 | $41,731 | $59,805-30.2% | $79,550-47.5% | $68,494-39.1% |
| Participation rate | 93.5% | 61.1%+32.4pp | 69.5%+24.0pp | 67.9%+25.6pp |
| Annual return | -19.34% | -12.30%-7.0pp | 0.16%-19.5pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,147 | $1,505+42.6% | $2,413-11.0% | $2,596-17.3% |
| Participant deferral / active EE | $5,255 | $3,024+73.8% | $3,985+31.9% | $4,027+30.5% |
| Admin fee / account holder | $2,747 | $4,835-43.2% | $6,832-59.8% | $5,403-49.2% |