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 | $44,455 | $57,354-22.5% | $83,848-47.0% | $64,186-30.7% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | -4.43% | 11.38%-15.8pp | 850.88%-855.3pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,375 | $2,545-46.0% | $3,631-62.1% | $2,381-42.3% |
| Participant deferral / active EE | $2,348 | $2,993-21.5% | $4,082-42.5% | $3,470-32.3% |
| Admin fee / account holder | $5,997 | $4,046+48.2% | $5,478+9.5% | $4,888+22.7% |