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 | $36,301 | $45,566-20.3% | $64,105-43.4% | $59,632-39.1% |
| Participation rate | 78.9% | 60.2%+18.8pp | 68.2%+10.8pp | 68.7%+10.3pp |
| Annual return | -1.37% | 4.95%-6.3pp | 791.24%-792.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $951 | $934+1.8% | $1,820-47.8% | $2,203-56.8% |
| Participant deferral / active EE | $3,015 | $2,057+46.6% | $2,822+6.8% | $3,192-5.5% |
| Admin fee / account holder | $9,780 | $3,268+199.3% | $4,499+117.4% | $4,297+127.6% |