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 4-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 | $49,548 | $65,061-23.8% | $143,757-65.5% | $66,914-26.0% |
| Participation rate | 90.9% | 65.2%+25.7pp | 80.3%+10.6pp | 69.8%+21.1pp |
| Annual return | -16.34% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $2,342 | $2,361-0.8% | $4,951-52.7% | $2,544-7.9% |
| Participant deferral / active EE | $4,335 | $2,919+48.5% | $5,637-23.1% | $4,237+2.3% |
| Admin fee / account holder | $1,710 | $502+240.7% | $14,673-88.3% | $593+188.3% |