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 | $35,292 | $110,094-67.9% | $151,611-76.7% | $68,494-48.5% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -16.52% | -10.12%-6.4pp | 3.33%-19.8pp | -7.84%-8.7pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,021 | $6,527-38.4% | $8,363-51.9% | $4,027-0.2% |
| Admin fee / account holder | $6,022 | $7,719-22.0% | $11,616-48.2% | $5,403+11.5% |