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 | $33,268 | $59,805-44.4% | $79,550-58.2% | $68,494-51.4% |
| Participation rate | 93.5% | 61.1%+32.4pp | 69.5%+24.0pp | 67.9%+25.6pp |
| Annual return | -15.31% | -12.30%-3.0pp | 0.16%-15.5pp | -7.84%-7.5pp |
| Employer contribution / active EE | $723 | $1,505-52.0% | $2,413-70.1% | $2,596-72.2% |
| Participant deferral / active EE | $4,730 | $3,024+56.4% | $3,985+18.7% | $4,027+17.5% |
| Admin fee / account holder | $2,634 | $4,835-45.5% | $6,832-61.4% | $5,403-51.2% |