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 | $41,218 | $54,380-24.2% | $68,509-39.8% | $59,632-30.9% |
| Participation rate | 82.5% | 70.2%+12.3pp | 74.7%+7.7pp | 68.7%+13.8pp |
| Annual return | -1.62% | 2.83%-4.5pp | 8.27%-9.9pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,956 | $2,643-26.0% | $3,382-42.2% | $3,192-38.7% |
| Admin fee / account holder | $1,891 | $3,885-51.3% | $5,275-64.2% | $4,297-56.0% |