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 | $56,446 | $59,805-5.6% | $79,550-29.0% | $68,494-17.6% |
| Participation rate | 94.4% | 61.1%+33.4pp | 69.5%+25.0pp | 67.9%+26.6pp |
| Annual return | -14.88% | -12.30%-2.6pp | 0.16%-15.0pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,827 | $1,505+21.4% | $2,413-24.3% | $2,596-29.6% |
| Participant deferral / active EE | $4,713 | $3,024+55.8% | $3,985+18.3% | $4,027+17.0% |
| Admin fee / account holder | $2,841 | $4,835-41.2% | $6,832-58.4% | $5,403-47.4% |