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 | $53,606 | $59,805-10.4% | $79,550-32.6% | $68,494-21.7% |
| Participation rate | 95.8% | 61.1%+34.8pp | 69.5%+26.3pp | 67.9%+27.9pp |
| Annual return | -12.49% | -12.30%-0.2pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,541 | $3,024+116.3% | $3,985+64.1% | $4,027+62.4% |
| Admin fee / account holder | $9,686 | $4,835+100.3% | $6,832+41.8% | $5,403+79.3% |