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 | $57,883 | $81,900-29.3% | $119,609-51.6% | $68,494-15.5% |
| Participation rate | 88.3% | 71.9%+16.4pp | 79.3%+9.1pp | 67.9%+20.4pp |
| Annual return | -18.53% | -23.82%+5.3pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,686 | $2,693-37.4% | $4,232-60.1% | $2,596-35.0% |
| Participant deferral / active EE | $2,591 | $4,148-37.5% | $5,602-53.7% | $4,027-35.6% |
| Admin fee / account holder | $6,024 | $6,582-8.5% | $10,323-41.6% | $5,403+11.5% |