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 7-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 | $32,061 | $59,805-46.4% | $79,550-59.7% | $68,494-53.2% |
| Participation rate | 78.7% | 61.1%+17.7pp | 69.5%+9.2pp | 67.9%+10.8pp |
| Annual return | -18.47% | -12.30%-6.2pp | 0.16%-18.6pp | -7.84%-10.6pp |
| Employer contribution / active EE | $746 | $1,505-50.4% | $2,413-69.1% | $2,596-71.3% |
| Participant deferral / active EE | $2,780 | $3,024-8.1% | $3,985-30.2% | $4,027-31.0% |
| Admin fee / account holder | $2,802 | $4,835-42.0% | $6,832-59.0% | $5,403-48.1% |