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 | $42,834 | $57,354-25.3% | $83,848-48.9% | $64,186-33.3% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -7.98% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,590 | $2,545-37.5% | $3,631-56.2% | $2,381-33.2% |
| Participant deferral / active EE | $2,635 | $2,993-12.0% | $4,082-35.5% | $3,470-24.1% |
| Admin fee / account holder | $910 | $4,046-77.5% | $5,478-83.4% | $4,888-81.4% |