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 | $34,339 | $45,863-25.1% | $77,024-55.4% | $68,494-49.9% |
| Participation rate | 83.7% | 55.9%+27.8pp | 67.9%+15.8pp | 67.9%+15.8pp |
| Annual return | -16.03% | 1.72%-17.8pp | 42.32%-58.3pp | -7.84%-8.2pp |
| Employer contribution / active EE | $4,856 | $1,650+194.4% | $2,812+72.7% | $2,596+87.0% |
| Participant deferral / active EE | $3,551 | $2,962+19.9% | $4,426-19.8% | $4,027-11.8% |
| Admin fee / account holder | $2,055 | $3,041-32.4% | $5,425-62.1% | $5,403-62.0% |