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 | $11,931 | $45,863-74.0% | $77,024-84.5% | $68,494-82.6% |
| Participation rate | 97.0% | 55.9%+41.1pp | 67.9%+29.1pp | 67.9%+29.1pp |
| Annual return | -15.68% | 1.72%-17.4pp | 42.32%-58.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,615 | $1,650+58.5% | $2,812-7.0% | $2,596+0.7% |
| Participant deferral / active EE | $3,324 | $2,962+12.2% | $4,426-24.9% | $4,027-17.5% |
| Admin fee / account holder | $9,508 | $3,041+212.7% | $5,425+75.2% | $5,403+76.0% |