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 | $19,311 | $45,863-57.9% | $77,024-74.9% | $68,494-71.8% |
| Participation rate | 83.3% | 55.9%+27.4pp | 67.9%+15.4pp | 67.9%+15.4pp |
| Annual return | -10.41% | 1.72%-12.1pp | 42.32%-52.7pp | -7.84%-2.6pp |
| Employer contribution / active EE | $503 | $1,650-69.5% | $2,812-82.1% | $2,596-80.6% |
| Participant deferral / active EE | $2,272 | $2,962-23.3% | $4,426-48.7% | $4,027-43.6% |
| Admin fee / account holder | $1,637 | $3,041-46.2% | $5,425-69.8% | $5,403-69.7% |