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 | $57,398 | $59,805-4.0% | $79,550-27.8% | $68,494-16.2% |
| Participation rate | 97.4% | 61.1%+36.4pp | 69.5%+27.9pp | 67.9%+29.5pp |
| Annual return | -16.02% | -12.30%-3.7pp | 0.16%-16.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $689 | $1,505-54.2% | $2,413-71.4% | $2,596-73.4% |
| Participant deferral / active EE | $4,215 | $3,024+39.4% | $3,985+5.8% | $4,027+4.7% |
| Admin fee / account holder | $1,606 | $4,835-66.8% | $6,832-76.5% | $5,403-70.3% |