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 | $48,231 | $72,177-33.2% | $115,037-58.1% | $59,632-19.1% |
| Participation rate | 91.3% | 72.6%+18.8pp | 81.4%+9.9pp | 68.7%+22.6pp |
| Annual return | -1.45% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,023 | $2,841-64.0% | $4,608-77.8% | $2,203-53.5% |
| Participant deferral / active EE | $4,257 | $4,783-11.0% | $6,026-29.4% | $3,192+33.4% |
| Admin fee / account holder | $2,754 | $4,927-44.1% | $8,175-66.3% | $4,297-35.9% |