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 | $33,849 | $65,703-48.5% | $94,224-64.1% | $59,632-43.2% |
| Participation rate | 71.4% | 72.1%-0.7pp | 78.8%-7.3pp | 68.7%+2.8pp |
| Annual return | -1.47% | 5.22%-6.7pp | 10.68%-12.2pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,575 | $3,143-18.1% | $4,320-40.4% | $3,192-19.3% |
| Admin fee / account holder | $6,773 | $4,264+58.8% | $6,269+8.0% | $4,297+57.6% |