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 | $34,830 | $48,274-27.8% | $63,517-45.2% | $59,632-41.6% |
| Participation rate | 80.4% | 66.3%+14.1pp | 71.0%+9.4pp | 68.7%+11.8pp |
| Annual return | 0.37% | -240.79%+241.2pp | -70.30%+70.7pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $306 | $1,586-80.7% | $2,322-86.8% | $2,203-86.1% |
| Participant deferral / active EE | $1,737 | $2,343-25.9% | $2,953-41.2% | $3,192-45.6% |
| Admin fee / account holder | $3,360 | $3,600-6.7% | $5,892-43.0% | $4,297-21.8% |