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 | $42,605 | $59,805-28.8% | $79,550-46.4% | $68,494-37.8% |
| Participation rate | 79.2% | 61.1%+18.2pp | 69.5%+9.8pp | 67.9%+11.4pp |
| Annual return | -17.90% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $644 | $1,505-57.2% | $2,413-73.3% | $2,596-75.2% |
| Participant deferral / active EE | $4,228 | $3,024+39.8% | $3,985+6.1% | $4,027+5.0% |
| Admin fee / account holder | $1,382 | $4,835-71.4% | $6,832-79.8% | $5,403-74.4% |