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 | $76,522 | $59,805+28.0% | $79,550-3.8% | $68,494+11.7% |
| Participation rate | 72.4% | 61.1%+11.3pp | 69.5%+2.9pp | 67.9%+4.5pp |
| Annual return | -17.02% | -12.30%-4.7pp | 0.16%-17.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $618 | $1,505-58.9% | $2,413-74.4% | $2,596-76.2% |
| Participant deferral / active EE | $3,111 | $3,024+2.9% | $3,985-21.9% | $4,027-22.7% |
| Admin fee / account holder | $4,088 | $4,835-15.4% | $6,832-40.2% | $5,403-24.3% |