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 | $30,639 | $39,798-23.0% | $67,711-54.8% | $59,632-48.6% |
| Participation rate | 89.0% | 57.4%+31.7pp | 67.5%+21.5pp | 68.7%+20.4pp |
| Annual return | 0.55% | 89.94%-89.4pp | 25.41%-24.9pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $657 | $1,393-52.8% | $2,559-74.3% | $2,203-70.2% |
| Participant deferral / active EE | $6,737 | $2,335+188.5% | $3,585+87.9% | $3,192+111.1% |
| Admin fee / account holder | $3,347 | $3,212+4.2% | $4,255-21.3% | $4,297-22.1% |