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 | $18,301 | $59,805-69.4% | $79,550-77.0% | $68,494-73.3% |
| Participation rate | 98.4% | 61.1%+37.3pp | 69.5%+28.9pp | 67.9%+30.5pp |
| Annual return | -14.17% | -12.30%-1.9pp | 0.16%-14.3pp | -7.84%-6.3pp |
| Employer contribution / active EE | $540 | $1,505-64.1% | $2,413-77.6% | $2,596-79.2% |
| Participant deferral / active EE | $2,822 | $3,024-6.7% | $3,985-29.2% | $4,027-29.9% |
| Admin fee / account holder | $819 | $4,835-83.1% | $6,832-88.0% | $5,403-84.8% |