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 | $39,352 | $49,280-20.1% | $67,313-41.5% | $64,186-38.7% |
| Participation rate | 82.7% | 60.8%+21.9pp | 69.1%+13.6pp | 69.6%+13.1pp |
| Annual return | -3.05% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $763 | $1,668-54.3% | $2,566-70.3% | $2,381-68.0% |
| Participant deferral / active EE | $4,367 | $2,484+75.8% | $3,568+22.4% | $3,470+25.9% |
| Admin fee / account holder | $10,826 | $3,863+180.3% | $4,507+140.2% | $4,888+121.5% |