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 | $34,991 | $72,177-51.5% | $115,037-69.6% | $59,632-41.3% |
| Participation rate | 75.4% | 72.6%+2.9pp | 81.4%-6.0pp | 68.7%+6.7pp |
| Annual return | -1.72% | 12.02%-13.7pp | 26.14%-27.9pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $721 | $2,841-74.6% | $4,608-84.3% | $2,203-67.2% |
| Participant deferral / active EE | $3,520 | $4,783-26.4% | $6,026-41.6% | $3,192+10.3% |
| Admin fee / account holder | $1,306 | $4,927-73.5% | $8,175-84.0% | $4,297-69.6% |