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 | $34,115 | $59,805-43.0% | $79,550-57.1% | $68,494-50.2% |
| Participation rate | 81.3% | 61.1%+20.2pp | 69.5%+11.8pp | 67.9%+13.4pp |
| Annual return | -18.01% | -12.30%-5.7pp | 0.16%-18.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $1,303 | $1,505-13.4% | $2,413-46.0% | $2,596-49.8% |
| Participant deferral / active EE | $1,932 | $3,024-36.1% | $3,985-51.5% | $4,027-52.0% |
| Admin fee / account holder | $816 | $4,835-83.1% | $6,832-88.1% | $5,403-84.9% |