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 | $29,530 | $45,863-35.6% | $77,024-61.7% | $68,494-56.9% |
| Participation rate | 92.7% | 55.9%+36.8pp | 67.9%+24.8pp | 67.9%+24.8pp |
| Annual return | -16.81% | 1.72%-18.5pp | 42.32%-59.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,646 | $1,650-0.2% | $2,812-41.5% | $2,596-36.6% |
| Participant deferral / active EE | $4,972 | $2,962+67.9% | $4,426+12.3% | $4,027+23.5% |
| Admin fee / account holder | $2,433 | $3,041-20.0% | $5,425-55.2% | $5,403-55.0% |