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 | $50,323 | $65,703-23.4% | $94,224-46.6% | $59,632-15.6% |
| Participation rate | 76.9% | 72.1%+4.8pp | 78.8%-1.8pp | 68.7%+8.3pp |
| Annual return | -0.89% | 5.22%-6.1pp | 10.68%-11.6pp | 2041.28%-2042.2pp |
| Employer contribution / active EE | $954 | $2,021-52.8% | $3,587-73.4% | $2,203-56.7% |
| Participant deferral / active EE | $3,291 | $3,143+4.7% | $4,320-23.8% | $3,192+3.1% |
| Admin fee / account holder | $1,300 | $4,264-69.5% | $6,269-79.3% | $4,297-69.7% |