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 | $24,272 | $57,354-57.7% | $83,848-71.1% | $64,186-62.2% |
| Participation rate | 71.1% | 68.6%+2.4pp | 76.1%-5.1pp | 69.6%+1.5pp |
| Annual return | -4.58% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,040 | $2,545-59.2% | $3,631-71.4% | $2,381-56.3% |
| Participant deferral / active EE | $2,160 | $2,993-27.8% | $4,082-47.1% | $3,470-37.8% |
| Admin fee / account holder | $7,695 | $4,046+90.2% | $5,478+40.5% | $4,888+57.4% |