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 | $22,053 | $49,177-55.2% | $79,464-72.2% | $64,186-65.6% |
| Participation rate | 75.7% | 65.0%+10.6pp | 73.3%+2.3pp | 69.6%+6.1pp |
| Annual return | -2.31% | -1.16%-1.1pp | 718.14%-720.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $801 | $2,076-61.4% | $2,800-71.4% | $2,381-66.3% |
| Participant deferral / active EE | $2,455 | $2,821-13.0% | $3,704-33.7% | $3,470-29.2% |
| Admin fee / account holder | $9,673 | $3,839+152.0% | $5,113+89.2% | $4,888+97.9% |