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 | $43,936 | $59,805-26.5% | $79,550-44.8% | $68,494-35.9% |
| Participation rate | 75.8% | 61.1%+14.7pp | 69.5%+6.3pp | 67.9%+7.9pp |
| Annual return | -16.26% | -12.30%-4.0pp | 0.16%-16.4pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,785 | $1,505+18.6% | $2,413-26.0% | $2,596-31.2% |
| Participant deferral / active EE | $4,061 | $3,024+34.3% | $3,985+1.9% | $4,027+0.8% |
| Admin fee / account holder | $8,568 | $4,835+77.2% | $6,832+25.4% | $5,403+58.6% |