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 | $44,183 | $59,805-26.1% | $79,550-44.5% | $68,494-35.5% |
| Participation rate | 97.7% | 61.1%+36.6pp | 69.5%+28.2pp | 67.9%+29.8pp |
| Annual return | -7.89% | -12.30%+4.4pp | 0.16%-8.1pp | -7.84%0pp |
| Employer contribution / active EE | $1,037 | $1,505-31.1% | $2,413-57.0% | $2,596-60.0% |
| Participant deferral / active EE | $2,756 | $3,024-8.9% | $3,985-30.8% | $4,027-31.6% |
| Admin fee / account holder | $11,235 | $4,835+132.4% | $6,832+64.4% | $5,403+107.9% |