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 | $36,672 | $45,863-20.0% | $77,024-52.4% | $68,494-46.5% |
| Participation rate | 81.4% | 55.9%+25.5pp | 67.9%+13.5pp | 67.9%+13.5pp |
| Annual return | -16.17% | 1.72%-17.9pp | 42.32%-58.5pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,364 | $1,650-17.3% | $2,812-51.5% | $2,596-47.5% |
| Participant deferral / active EE | $3,083 | $2,962+4.1% | $4,426-30.3% | $4,027-23.4% |
| Admin fee / account holder | $3,793 | $3,041+24.8% | $5,425-30.1% | $5,403-29.8% |