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 | $55,097 | $59,805-7.9% | $79,550-30.7% | $68,494-19.6% |
| Participation rate | 81.5% | 61.1%+20.5pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -13.54% | -12.30%-1.2pp | 0.16%-13.7pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,154 | $3,024+37.4% | $3,985+4.2% | $4,027+3.2% |
| Admin fee / account holder | $13,798 | $4,835+185.4% | $6,832+102.0% | $5,403+155.4% |