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 | $14,952 | $75,828-80.3% | $147,614-89.9% | $59,632-74.9% |
| Participation rate | 76.1% | 71.6%+4.5pp | 84.6%-8.6pp | 68.7%+7.4pp |
| Annual return | 1.02% | 0.37%+0.6pp | 61.98%-61.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $825 | $3,485-76.3% | $5,564-85.2% | $2,203-62.5% |
| Participant deferral / active EE | $1,274 | $3,130-59.3% | $4,895-74.0% | $3,192-60.1% |
| Admin fee / account holder | $2,944 | $5,985-50.8% | $11,611-74.6% | $4,297-31.5% |