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 4-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 | $26,084 | $45,863-43.1% | $77,024-66.1% | $68,494-61.9% |
| Participation rate | 82.9% | 55.9%+26.9pp | 67.9%+15.0pp | 67.9%+15.0pp |
| Annual return | -14.88% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $469 | $1,650-71.6% | $2,812-83.3% | $2,596-81.9% |
| Participant deferral / active EE | $1,789 | $2,962-39.6% | $4,426-59.6% | $4,027-55.6% |
| Admin fee / account holder | $4,927 | $3,041+62.0% | $5,425-9.2% | $5,403-8.8% |