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 | $64,092 | $73,004-12.2% | $90,749-29.4% | $68,494-6.4% |
| Participation rate | 85.2% | 70.8%+14.4pp | 75.7%+9.5pp | 67.9%+17.3pp |
| Annual return | -15.45% | -13.81%-1.6pp | -12.16%-3.3pp | -7.84%-7.6pp |
| Employer contribution / active EE | $812 | $2,193-63.0% | $2,921-72.2% | $2,596-68.7% |
| Participant deferral / active EE | $4,009 | $3,627+10.5% | $4,564-12.2% | $4,027-0.5% |
| Admin fee / account holder | $13,671 | $5,896+131.9% | $8,445+61.9% | $5,403+153.0% |