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 | $28,783 | $45,566-36.8% | $64,105-55.1% | $59,632-51.7% |
| Participation rate | 96.1% | 60.2%+35.9pp | 68.2%+27.9pp | 68.7%+27.4pp |
| Annual return | -2.05% | 4.95%-7.0pp | 791.24%-793.3pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,783 | $934+90.9% | $1,820-2.0% | $2,203-19.1% |
| Participant deferral / active EE | $1,753 | $2,057-14.8% | $2,822-37.9% | $3,192-45.1% |
| Admin fee / account holder | $503 | $3,268-84.6% | $4,499-88.8% | $4,297-88.3% |