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 | $24,721 | $43,723-43.5% | $121,196-79.6% | $64,186-61.5% |
| Participation rate | 87.9% | 58.3%+29.6pp | 71.7%+16.1pp | 69.6%+18.3pp |
| Annual return | -5.68% | 68.91%-74.6pp | 16.93%-22.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,251 | $1,296-3.5% | $4,022-68.9% | $2,381-47.5% |
| Participant deferral / active EE | $2,371 | $2,280+4.0% | $3,344-29.1% | $3,470-31.7% |
| Admin fee / account holder | $3,370 | $3,501-3.7% | $5,019-32.9% | $4,888-31.0% |