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 | $41,023 | $44,850-8.5% | $60,547-32.2% | $59,632-31.2% |
| Participation rate | 75.0% | 59.5%+15.5pp | 68.0%+7.0pp | 68.7%+6.3pp |
| Annual return | -1.49% | 1074.14%-1075.6pp | 335.64%-337.1pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $530 | $1,462-63.8% | $2,419-78.1% | $2,203-76.0% |
| Participant deferral / active EE | $2,798 | $2,230+25.5% | $3,328-15.9% | $3,192-12.3% |
| Admin fee / account holder | $4,462 | $3,635+22.7% | $4,536-1.6% | $4,297+3.8% |