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 | $29,783 | $39,798-25.2% | $67,711-56.0% | $59,632-50.1% |
| Participation rate | 77.5% | 57.4%+20.1pp | 67.5%+9.9pp | 68.7%+8.8pp |
| Annual return | 1.61% | 89.94%-88.3pp | 25.41%-23.8pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $237 | $1,393-83.0% | $2,559-90.8% | $2,203-89.3% |
| Participant deferral / active EE | $1,583 | $2,335-32.2% | $3,585-55.8% | $3,192-50.4% |
| Admin fee / account holder | $492 | $3,212-84.7% | $4,255-88.4% | $4,297-88.6% |