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 | $70,488 | $42,548+65.7% | $74,550-5.4% | $56,287+25.2% |
| Participation rate | 72.1% | 60.5%+11.6pp | 69.1%+3.0pp | 69.9%+2.3pp |
| Annual return | -6.26% | 12.40%-18.7pp | 32.53%-38.8pp | -9.96%+3.7pp |
| Employer contribution / active EE | $331 | $855-61.3% | $1,961-83.1% | $2,111-84.3% |
| Participant deferral / active EE | $4,022 | $2,277+76.6% | $3,108+29.4% | $3,350+20.1% |
| Admin fee / account holder | $1,204 | $467+157.7% | $5,060-76.2% | $521+131.1% |