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 | $36,381 | $59,805-39.2% | $79,550-54.3% | $68,494-46.9% |
| Participation rate | 86.5% | 61.1%+25.4pp | 69.5%+17.0pp | 67.9%+18.6pp |
| Annual return | -17.75% | -12.30%-5.5pp | 0.16%-17.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,027 | $1,505+34.7% | $2,413-16.0% | $2,596-21.9% |
| Participant deferral / active EE | $5,807 | $3,024+92.0% | $3,985+45.7% | $4,027+44.2% |
| Admin fee / account holder | $14,443 | $4,835+198.7% | $6,832+111.4% | $5,403+167.3% |