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 | $36,571 | $72,177-49.3% | $115,037-68.2% | $59,632-38.7% |
| Participation rate | 83.3% | 72.6%+10.8pp | 81.4%+2.0pp | 68.7%+14.7pp |
| Annual return | -0.22% | 12.02%-12.2pp | 26.14%-26.4pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,561 | $2,841-45.1% | $4,608-66.1% | $2,203-29.1% |
| Participant deferral / active EE | $2,350 | $4,783-50.9% | $6,026-61.0% | $3,192-26.4% |
| Admin fee / account holder | $30,959 | $4,927+528.4% | $8,175+278.7% | $4,297+620.5% |