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 | $36,267 | $43,327-16.3% | $59,878-39.4% | $64,186-43.5% |
| Participation rate | 94.7% | 69.2%+25.6pp | 74.7%+20.0pp | 69.6%+25.2pp |
| Annual return | -0.81% | -1.55%+0.7pp | 3.46%-4.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $986 | $2,546-61.3% | $3,402-71.0% | $3,470-71.6% |
| Admin fee / account holder | $924 | $3,005-69.2% | $3,590-74.3% | $4,888-81.1% |