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 | $23,761 | $45,863-48.2% | $77,024-69.2% | $68,494-65.3% |
| Participation rate | 74.6% | 55.9%+18.7pp | 67.9%+6.7pp | 67.9%+6.7pp |
| Annual return | -9.31% | 1.72%-11.0pp | 42.32%-51.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $1,346 | $1,650-18.4% | $2,812-52.1% | $2,596-48.2% |
| Participant deferral / active EE | $7,362 | $2,962+148.5% | $4,426+66.3% | $4,027+82.8% |
| Admin fee / account holder | $4,531 | $3,041+49.0% | $5,425-16.5% | $5,403-16.1% |