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 | $22,522 | $25,979-13.3% | $71,735-68.6% | $68,494-67.1% |
| Participation rate | 76.0% | 54.5%+21.5pp | 62.3%+13.7pp | 67.9%+8.1pp |
| Annual return | -15.29% | -15.10%-0.2pp | 9.14%-24.4pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,711 | $900+90.0% | $1,704+0.4% | $2,596-34.1% |
| Participant deferral / active EE | $1,828 | $1,522+20.1% | $2,658-31.2% | $4,027-54.6% |
| Admin fee / account holder | $1,204 | $2,022-40.4% | $3,974-69.7% | $5,403-77.7% |