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 | $26,522 | $43,723-39.3% | $121,196-78.1% | $64,186-58.7% |
| Participation rate | 96.0% | 58.3%+37.7pp | 71.7%+24.3pp | 69.6%+26.4pp |
| Annual return | -7.60% | 68.91%-76.5pp | 16.93%-24.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,098 | $1,296-15.3% | $4,022-72.7% | $2,381-53.9% |
| Participant deferral / active EE | $3,305 | $2,280+45.0% | $3,344-1.2% | $3,470-4.7% |
| Admin fee / account holder | $1,100 | $3,501-68.6% | $5,019-78.1% | $4,888-77.5% |