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 | $37,734 | $57,354-34.2% | $83,848-55.0% | $64,186-41.2% |
| Participation rate | 93.9% | 68.6%+25.3pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -2.11% | 11.38%-13.5pp | 850.88%-853.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,228 | $2,545-12.5% | $3,631-38.6% | $2,381-6.4% |
| Participant deferral / active EE | $4,669 | $2,993+56.0% | $4,082+14.4% | $3,470+34.6% |
| Admin fee / account holder | $6,079 | $4,046+50.3% | $5,478+11.0% | $4,888+24.4% |