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 | $14,268 | $75,828-81.2% | $147,614-90.3% | $59,632-76.1% |
| Participation rate | 85.2% | 71.6%+13.6pp | 84.6%+0.6pp | 68.7%+16.5pp |
| Annual return | -0.60% | 0.37%-1.0pp | 61.98%-62.6pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $823 | $3,485-76.4% | $5,564-85.2% | $2,203-62.7% |
| Participant deferral / active EE | $1,517 | $3,130-51.5% | $4,895-69.0% | $3,192-52.5% |
| Admin fee / account holder | $918 | $5,985-84.7% | $11,611-92.1% | $4,297-78.6% |