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 | $47,049 | $59,107-20.4% | $86,436-45.6% | $68,494-31.3% |
| Participation rate | 71.4% | 75.2%-3.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -18.80% | -0.23%-18.6pp | 4394.89%-4413.7pp | -7.84%-11.0pp |
| Employer contribution / active EE | $830 | $2,519-67.0% | $3,769-78.0% | $2,596-68.0% |
| Participant deferral / active EE | $4,695 | $5,901-20.4% | $6,952-32.5% | $4,027+16.6% |
| Admin fee / account holder | $1,629 | $5,637-71.1% | $6,731-75.8% | $5,403-69.9% |