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 | $26,828 | $45,863-41.5% | $77,024-65.2% | $68,494-60.8% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -16.18% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $893 | $1,650-45.9% | $2,812-68.2% | $2,596-65.6% |
| Participant deferral / active EE | $1,958 | $2,962-33.9% | $4,426-55.8% | $4,027-51.4% |
| Admin fee / account holder | $18,136 | $3,041+496.5% | $5,425+234.3% | $5,403+235.7% |