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 | $29,849 | $45,566-34.5% | $64,105-53.4% | $59,632-49.9% |
| Participation rate | 93.5% | 60.2%+33.4pp | 68.2%+25.4pp | 68.7%+24.9pp |
| Annual return | -1.54% | 4.95%-6.5pp | 791.24%-792.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $1,777 | $934+90.3% | $1,820-2.3% | $2,203-19.3% |
| Participant deferral / active EE | $5,646 | $2,057+174.5% | $2,822+100.1% | $3,192+76.9% |
| Admin fee / account holder | $1,228 | $3,268-62.4% | $4,499-72.7% | $4,297-71.4% |