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 | $165,935 | $59,805+177.5% | $79,550+108.6% | $68,494+142.3% |
| Participation rate | 74.4% | 61.1%+13.4pp | 69.5%+4.9pp | 67.9%+6.5pp |
| Annual return | -17.06% | -12.30%-4.8pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $702 | $1,505-53.4% | $2,413-70.9% | $2,596-73.0% |
| Participant deferral / active EE | $5,236 | $3,024+73.1% | $3,985+31.4% | $4,027+30.0% |
| Admin fee / account holder | $4,931 | $4,835+2.0% | $6,832-27.8% | $5,403-8.7% |