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 | $46,232 | $59,805-22.7% | $79,550-41.9% | $68,494-32.5% |
| Participation rate | 74.4% | 61.1%+13.3pp | 69.5%+4.9pp | 67.9%+6.5pp |
| Annual return | -15.67% | -12.30%-3.4pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $595 | $1,505-60.5% | $2,413-75.3% | $2,596-77.1% |
| Participant deferral / active EE | $4,152 | $3,024+37.3% | $3,985+4.2% | $4,027+3.1% |
| Admin fee / account holder | $1,484 | $4,835-69.3% | $6,832-78.3% | $5,403-72.5% |