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 | $21,406 | $45,863-53.3% | $77,024-72.2% | $68,494-68.7% |
| Participation rate | 96.1% | 55.9%+40.2pp | 67.9%+28.2pp | 67.9%+28.2pp |
| Annual return | -8.60% | 1.72%-10.3pp | 42.32%-50.9pp | -7.84%-0.8pp |
| Employer contribution / active EE | $821 | $1,650-50.2% | $2,812-70.8% | $2,596-68.4% |
| Participant deferral / active EE | $3,183 | $2,962+7.5% | $4,426-28.1% | $4,027-21.0% |
| Admin fee / account holder | $5,175 | $3,041+70.2% | $5,425-4.6% | $5,403-4.2% |