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 | $46,771 | $73,004-35.9% | $90,749-48.5% | $68,494-31.7% |
| Participation rate | 85.1% | 70.8%+14.3pp | 75.7%+9.4pp | 67.9%+17.2pp |
| Annual return | -12.96% | -13.81%+0.8pp | -12.16%-0.8pp | -7.84%-5.1pp |
| Employer contribution / active EE | $998 | $2,193-54.5% | $2,921-65.8% | $2,596-61.6% |
| Participant deferral / active EE | $3,024 | $3,627-16.6% | $4,564-33.7% | $4,027-24.9% |
| Admin fee / account holder | $22,570 | $5,896+282.8% | $8,445+167.3% | $5,403+317.8% |