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 | $30,029 | $43,723-31.3% | $121,196-75.2% | $64,186-53.2% |
| Participation rate | 92.9% | 58.3%+34.5pp | 71.7%+21.1pp | 69.6%+23.3pp |
| Annual return | -7.47% | 68.91%-76.4pp | 16.93%-24.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,385 | $2,280+4.6% | $3,344-28.7% | $3,470-31.3% |
| Admin fee / account holder | $657 | $3,501-81.2% | $5,019-86.9% | $4,888-86.6% |