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 | $44,218 | $45,566-3.0% | $64,105-31.0% | $59,632-25.8% |
| Participation rate | 97.5% | 60.2%+37.3pp | 68.2%+29.3pp | 68.7%+28.8pp |
| Annual return | -1.64% | 4.95%-6.6pp | 791.24%-792.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,281 | $934+37.1% | $1,820-29.6% | $2,203-41.8% |
| Participant deferral / active EE | $3,289 | $2,057+59.9% | $2,822+16.5% | $3,192+3.0% |
| Admin fee / account holder | $4,076 | $3,268+24.8% | $4,499-9.4% | $4,297-5.1% |