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 | $46,189 | $59,805-22.8% | $79,550-41.9% | $68,494-32.6% |
| Participation rate | 70.3% | 61.1%+9.2pp | 69.5%+0.8pp | 67.9%+2.4pp |
| Annual return | -15.48% | -12.30%-3.2pp | 0.16%-15.6pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,697 | $1,505+79.2% | $2,413+11.8% | $2,596+3.9% |
| Participant deferral / active EE | $6,440 | $3,024+112.9% | $3,985+61.6% | $4,027+59.9% |
| Admin fee / account holder | $16,220 | $4,835+235.5% | $6,832+137.4% | $5,403+200.2% |