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 | $42,596 | $45,863-7.1% | $77,024-44.7% | $68,494-37.8% |
| Participation rate | 91.9% | 55.9%+35.9pp | 67.9%+24.0pp | 67.9%+24.0pp |
| Annual return | -17.15% | 1.72%-18.9pp | 42.32%-59.5pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,271 | $1,650-23.0% | $2,812-54.8% | $2,596-51.1% |
| Participant deferral / active EE | $2,849 | $2,962-3.8% | $4,426-35.6% | $4,027-29.3% |
| Admin fee / account holder | $7,794 | $3,041+156.3% | $5,425+43.7% | $5,403+44.3% |