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 | $38,588 | $54,380-29.0% | $68,509-43.7% | $59,632-35.3% |
| Participation rate | 84.2% | 70.2%+14.0pp | 74.7%+9.5pp | 68.7%+15.5pp |
| Annual return | -1.61% | 2.83%-4.4pp | 8.27%-9.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $490 | $1,539-68.1% | $2,278-78.5% | $2,203-77.7% |
| Participant deferral / active EE | $1,890 | $2,643-28.5% | $3,382-44.1% | $3,192-40.8% |
| Admin fee / account holder | $1,011 | $3,885-74.0% | $5,275-80.8% | $4,297-76.5% |