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 | $47,921 | $65,703-27.1% | $94,224-49.1% | $59,632-19.6% |
| Participation rate | 92.3% | 72.1%+20.2pp | 78.8%+13.5pp | 68.7%+23.6pp |
| Annual return | -1.37% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,358 | $3,143+38.7% | $4,320+0.9% | $3,192+36.5% |
| Admin fee / account holder | $5,240 | $4,264+22.9% | $6,269-16.4% | $4,297+21.9% |