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 | $40,424 | $59,805-32.4% | $79,550-49.2% | $68,494-41.0% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.5%+18.0pp | 67.9%+19.6pp |
| Annual return | -13.22% | -12.30%-0.9pp | 0.16%-13.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $1,504 | $1,505-0.1% | $2,413-37.7% | $2,596-42.1% |
| Participant deferral / active EE | $2,641 | $3,024-12.7% | $3,985-33.7% | $4,027-34.4% |
| Admin fee / account holder | $8,181 | $4,835+69.2% | $6,832+19.7% | $5,403+51.4% |