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 | $45,930 | $61,774-25.6% | $97,226-52.8% | $80,856-43.2% |
| Participation rate | 91.9% | 63.5%+28.4pp | 72.7%+19.2pp | 67.6%+24.3pp |
| Annual return | 11.92% | -557.90%+569.8pp | 75.13%-63.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $559 | $1,837-69.5% | $2,729-79.5% | $2,755-79.7% |
| Participant deferral / active EE | $5,915 | $3,029+95.3% | $4,264+38.7% | $4,296+37.7% |
| Admin fee / account holder | $973 | $5,166-81.2% | $5,654-82.8% | $6,918-85.9% |