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 | $43,521 | $32,117+35.5% | $71,086-38.8% | $64,186-32.2% |
| Participation rate | 88.1% | 42.7%+45.4pp | 54.7%+33.4pp | 69.6%+18.5pp |
| Annual return | -0.75% | -5.57%+4.8pp | 650.59%-651.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $476 | $712-33.1% | $1,088-56.2% | $2,381-80.0% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,005 | $2,759-63.6% | $3,082-67.4% | $4,888-79.4% |