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 | $59,733 | $45,863+30.2% | $77,024-22.4% | $68,494-12.8% |
| Participation rate | 84.6% | 55.9%+28.7pp | 67.9%+16.7pp | 67.9%+16.7pp |
| Annual return | -17.65% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,538 | $1,650-6.7% | $2,812-45.3% | $2,596-40.7% |
| Participant deferral / active EE | $6,229 | $2,962+110.3% | $4,426+40.7% | $4,027+54.7% |
| Admin fee / account holder | $16,545 | $3,041+444.1% | $5,425+205.0% | $5,403+206.2% |