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 | $49,355 | $59,805-17.5% | $79,550-38.0% | $68,494-27.9% |
| Participation rate | 91.3% | 61.1%+30.2pp | 69.5%+21.8pp | 67.9%+23.4pp |
| Annual return | -12.47% | -12.30%-0.2pp | 0.16%-12.6pp | -7.84%-4.6pp |
| Employer contribution / active EE | $2,189 | $1,505+45.5% | $2,413-9.3% | $2,596-15.7% |
| Participant deferral / active EE | $3,575 | $3,024+18.2% | $3,985-10.3% | $4,027-11.2% |
| Admin fee / account holder | $3,351 | $4,835-30.7% | $6,832-50.9% | $5,403-38.0% |