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 | $21,931 | $158,817-86.2% | $121,196-81.9% | $135,375-83.8% |
| Participation rate | 95.8% | 79.3%+16.5pp | 71.7%+24.1pp | 82.6%+13.2pp |
| Annual return | -5.16% | -0.64%-4.5pp | 16.93%-22.1pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,846 | $5,665-67.4% | $4,022-54.1% | $4,779-61.4% |
| Participant deferral / active EE | $1,846 | $4,005-53.9% | $3,344-44.8% | $5,609-67.1% |
| Admin fee / account holder | $1,018 | $6,512-84.4% | $5,019-79.7% | $10,827-90.6% |