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 | $47,036 | $45,863+2.6% | $77,024-38.9% | $68,494-31.3% |
| Participation rate | 78.8% | 55.9%+22.9pp | 67.9%+10.9pp | 67.9%+10.9pp |
| Annual return | -18.90% | 1.72%-20.6pp | 42.32%-61.2pp | -7.84%-11.1pp |
| Employer contribution / active EE | $815 | $1,650-50.6% | $2,812-71.0% | $2,596-68.6% |
| Participant deferral / active EE | $4,611 | $2,962+55.7% | $4,426+4.2% | $4,027+14.5% |
| Admin fee / account holder | $2,087 | $3,041-31.4% | $5,425-61.5% | $5,403-61.4% |