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 | $35,242 | $65,703-46.4% | $94,224-62.6% | $59,632-40.9% |
| Participation rate | 92.6% | 72.1%+20.5pp | 78.8%+13.9pp | 68.7%+24.0pp |
| Annual return | -0.08% | 5.22%-5.3pp | 10.68%-10.8pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $1,234 | $2,021-38.9% | $3,587-65.6% | $2,203-44.0% |
| Participant deferral / active EE | $1,618 | $3,143-48.5% | $4,320-62.5% | $3,192-49.3% |
| Admin fee / account holder | $15,337 | $4,264+259.7% | $6,269+144.6% | $4,297+256.9% |