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 | $23,117 | $72,177-68.0% | $115,037-79.9% | $59,632-61.2% |
| Participation rate | 73.3% | 72.6%+0.8pp | 81.4%-8.0pp | 68.7%+4.7pp |
| Annual return | -0.70% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $2,573 | $2,841-9.4% | $4,608-44.2% | $2,203+16.8% |
| Participant deferral / active EE | $4,366 | $4,783-8.7% | $6,026-27.5% | $3,192+36.8% |
| Admin fee / account holder | $6,441 | $4,927+30.7% | $8,175-21.2% | $4,297+49.9% |