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 | $37,229 | $45,863-18.8% | $77,024-51.7% | $68,494-45.6% |
| Participation rate | 93.8% | 55.9%+37.8pp | 67.9%+25.8pp | 67.9%+25.9pp |
| Annual return | -19.07% | 1.72%-20.8pp | 42.32%-61.4pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,080 | $1,650-34.6% | $2,812-61.6% | $2,596-58.4% |
| Participant deferral / active EE | $2,643 | $2,962-10.8% | $4,426-40.3% | $4,027-34.4% |
| Admin fee / account holder | $5,429 | $3,041+78.6% | $5,425+0.1% | $5,403+0.5% |