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 | $21,363 | $45,566-53.1% | $64,105-66.7% | $59,632-64.2% |
| Participation rate | 79.4% | 60.2%+19.2pp | 68.2%+11.2pp | 68.7%+10.7pp |
| Annual return | -2.10% | 4.95%-7.1pp | 791.24%-793.3pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,654 | $934+77.1% | $1,820-9.1% | $2,203-24.9% |
| Participant deferral / active EE | $2,627 | $2,057+27.7% | $2,822-6.9% | $3,192-17.7% |
| Admin fee / account holder | $1,482 | $3,268-54.6% | $4,499-67.1% | $4,297-65.5% |