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 | $41,550 | $65,703-36.8% | $94,224-55.9% | $59,632-30.3% |
| Participation rate | 88.1% | 72.1%+16.0pp | 78.8%+9.3pp | 68.7%+19.4pp |
| Annual return | -0.53% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,287 | $2,021-36.3% | $3,587-64.1% | $2,203-41.6% |
| Participant deferral / active EE | $2,880 | $3,143-8.4% | $4,320-33.3% | $3,192-9.8% |
| Admin fee / account holder | $598 | $4,264-86.0% | $6,269-90.5% | $4,297-86.1% |