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 | $48,476 | $59,805-18.9% | $79,550-39.1% | $68,494-29.2% |
| Participation rate | 94.6% | 61.1%+33.5pp | 69.5%+25.1pp | 67.9%+26.7pp |
| Annual return | -10.33% | -12.30%+2.0pp | 0.16%-10.5pp | -7.84%-2.5pp |
| Employer contribution / active EE | $657 | $1,505-56.3% | $2,413-72.8% | $2,596-74.7% |
| Participant deferral / active EE | $3,558 | $3,024+17.6% | $3,985-10.7% | $4,027-11.7% |
| Admin fee / account holder | $40,090 | $4,835+729.2% | $6,832+486.8% | $5,403+642.0% |