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 | $30,900 | $27,641+11.8% | $61,373-49.7% | $68,494-54.9% |
| Participation rate | 71.8% | 39.5%+32.3pp | 52.6%+19.2pp | 67.9%+3.9pp |
| Annual return | -3.12% | -13.24%+10.1pp | 338.61%-341.7pp | -7.84%+4.7pp |
| Employer contribution / active EE | $1,580 | $695+127.2% | $1,159+36.3% | $2,596-39.1% |
| Participant deferral / active EE | $3,962 | $1,263+213.6% | $2,125+86.4% | $4,027-1.6% |
| Admin fee / account holder | $3,181 | $2,010+58.3% | $2,130+49.4% | $5,403-41.1% |