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 | $23,972 | $45,566-47.4% | $64,105-62.6% | $59,632-59.8% |
| Participation rate | 98.1% | 60.2%+37.9pp | 68.2%+29.9pp | 68.7%+29.4pp |
| Annual return | -1.09% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $1,167 | $934+24.9% | $1,820-35.9% | $2,203-47.0% |
| Participant deferral / active EE | $1,541 | $2,057-25.1% | $2,822-45.4% | $3,192-51.7% |
| Admin fee / account holder | $991 | $3,268-69.7% | $4,499-78.0% | $4,297-76.9% |