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 | $25,201 | $59,805-57.9% | $79,550-68.3% | $68,494-63.2% |
| Participation rate | 78.4% | 61.1%+17.4pp | 69.5%+8.9pp | 67.9%+10.5pp |
| Annual return | -15.02% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,202 | $1,505-20.1% | $2,413-50.2% | $2,596-53.7% |
| Participant deferral / active EE | $2,259 | $3,024-25.3% | $3,985-43.3% | $4,027-43.9% |
| Admin fee / account holder | $19,785 | $4,835+309.2% | $6,832+189.6% | $5,403+266.2% |