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 | $52,357 | $59,805-12.5% | $79,550-34.2% | $68,494-23.6% |
| Participation rate | 72.7% | 61.1%+11.7pp | 69.5%+3.2pp | 67.9%+4.8pp |
| Annual return | -12.88% | -12.30%-0.6pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $938 | $1,505-37.7% | $2,413-61.1% | $2,596-63.9% |
| Participant deferral / active EE | $2,687 | $3,024-11.2% | $3,985-32.6% | $4,027-33.3% |
| Admin fee / account holder | $3,057 | $4,835-36.8% | $6,832-55.3% | $5,403-43.4% |