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 | $34,740 | $72,177-51.9% | $115,037-69.8% | $59,632-41.7% |
| Participation rate | 70.5% | 72.6%-2.1pp | 81.4%-10.9pp | 68.7%+1.8pp |
| Annual return | -0.26% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,361 | $2,841-52.1% | $4,608-70.5% | $2,203-38.2% |
| Participant deferral / active EE | $4,400 | $4,783-8.0% | $6,026-27.0% | $3,192+37.9% |
| Admin fee / account holder | $791 | $4,927-83.9% | $8,175-90.3% | $4,297-81.6% |