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 | $62,847 | $50,958+23.3% | $74,550-15.7% | $64,186-2.1% |
| Participation rate | 79.3% | 61.1%+18.3pp | 69.1%+10.2pp | 69.6%+9.7pp |
| Annual return | -7.32% | -1.86%-5.5pp | 32.53%-39.8pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,255 | $2,301+41.4% | $3,108+4.7% | $3,470-6.2% |
| Admin fee / account holder | $1,839 | $4,223-56.4% | $5,060-63.6% | $4,888-62.4% |