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 | $36,279 | $78,694-53.9% | $67,652-46.4% | $125,391-71.1% |
| Participation rate | 81.0% | 78.8%+2.1pp | 75.7%+5.3pp | 83.2%-2.2pp |
| Annual return | -1.66% | 9.46%-11.1pp | 6625.04%-6626.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,521 | $3,044-50.0% | $2,266-32.9% | $4,866-68.7% |
| Participant deferral / active EE | $2,288 | $4,292-46.7% | $3,560-35.7% | $5,352-57.2% |
| Admin fee / account holder | $315 | $7,403-95.8% | $4,821-93.5% | $9,540-96.7% |