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 | $36,460 | $59,805-39.0% | $79,550-54.2% | $68,494-46.8% |
| Participation rate | 77.8% | 61.1%+16.7pp | 69.5%+8.3pp | 67.9%+9.9pp |
| Annual return | -15.04% | -12.30%-2.7pp | 0.16%-15.2pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,258 | $1,505-16.4% | $2,413-47.9% | $2,596-51.6% |
| Participant deferral / active EE | $4,430 | $3,024+46.5% | $3,985+11.2% | $4,027+10.0% |
| Admin fee / account holder | $2,473 | $4,835-48.9% | $6,832-63.8% | $5,403-54.2% |