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 | $34,989 | $75,828-53.9% | $147,614-76.3% | $59,632-41.3% |
| Participation rate | 78.6% | 71.6%+7.0pp | 84.6%-6.0pp | 68.7%+9.9pp |
| Annual return | -1.58% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,607 | $3,485-53.9% | $5,564-71.1% | $2,203-27.1% |
| Participant deferral / active EE | $2,075 | $3,130-33.7% | $4,895-57.6% | $3,192-35.0% |
| Admin fee / account holder | $3,355 | $5,985-43.9% | $11,611-71.1% | $4,297-21.9% |