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 | $30,277 | $52,519-42.4% | $155,790-80.6% | $59,632-49.2% |
| Participation rate | 98.2% | 61.7%+36.5pp | 76.1%+22.1pp | 68.7%+29.6pp |
| Annual return | -2.01% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,089 | $1,589-31.5% | $3,836-71.6% | $2,203-50.6% |
| Participant deferral / active EE | $2,728 | $3,084-11.5% | $4,797-43.1% | $3,192-14.5% |
| Admin fee / account holder | $877 | $3,540-75.2% | $7,478-88.3% | $4,297-79.6% |