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 | $35,854 | $86,655-58.6% | $119,609-70.0% | $66,914-46.4% |
| Participation rate | 97.5% | 75.6%+22.0pp | 79.3%+18.3pp | 69.8%+27.7pp |
| Annual return | -14.75% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.3pp |
| Employer contribution / active EE | $1,491 | $2,536-41.2% | $4,232-64.8% | $2,544-41.4% |
| Participant deferral / active EE | $3,630 | $4,358-16.7% | $5,602-35.2% | $4,237-14.3% |
| Admin fee / account holder | $2,161 | $755+186.3% | $10,323-79.1% | $593+264.2% |