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 | $30,454 | $59,805-49.1% | $79,550-61.7% | $68,494-55.5% |
| Participation rate | 92.6% | 61.1%+31.5pp | 69.5%+23.1pp | 67.9%+24.7pp |
| Annual return | -18.50% | -12.30%-6.2pp | 0.16%-18.7pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,304 | $1,505-13.4% | $2,413-46.0% | $2,596-49.8% |
| Participant deferral / active EE | $2,289 | $3,024-24.3% | $3,985-42.6% | $4,027-43.2% |
| Admin fee / account holder | $907 | $4,835-81.2% | $6,832-86.7% | $5,403-83.2% |