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 | $44,912 | $59,805-24.9% | $79,550-43.5% | $68,494-34.4% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -17.98% | -12.30%-5.7pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $711 | $1,505-52.7% | $2,413-70.5% | $2,596-72.6% |
| Participant deferral / active EE | $3,090 | $3,024+2.2% | $3,985-22.5% | $4,027-23.3% |
| Admin fee / account holder | $12,272 | $4,835+153.8% | $6,832+79.6% | $5,403+127.2% |