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 | $51,428 | $72,177-28.7% | $115,037-55.3% | $59,632-13.8% |
| Participation rate | 87.5% | 72.6%+14.9pp | 81.4%+6.1pp | 68.7%+18.8pp |
| Annual return | -1.07% | 12.02%-13.1pp | 26.14%-27.2pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $813 | $2,841-71.4% | $4,608-82.4% | $2,203-63.1% |
| Participant deferral / active EE | $4,830 | $4,783+1.0% | $6,026-19.8% | $3,192+51.3% |
| Admin fee / account holder | $5,772 | $4,927+17.2% | $8,175-29.4% | $4,297+34.3% |