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 | $46,429 | $76,000-38.9% | $154,107-69.9% | $64,186-27.7% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -5.42% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $2,332 | $3,351-30.4% | $5,298-56.0% | $2,381-2.1% |
| Participant deferral / active EE | $3,212 | $3,175+1.2% | $5,081-36.8% | $3,470-7.4% |
| Admin fee / account holder | $9,593 | $5,596+71.4% | $13,411-28.5% | $4,888+96.3% |