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 | $28,229 | $72,177-60.9% | $115,037-75.5% | $59,632-52.7% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | -2.29% | 12.02%-14.3pp | 26.14%-28.4pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,697 | $2,841-40.3% | $4,608-63.2% | $2,203-23.0% |
| Participant deferral / active EE | $3,636 | $4,783-24.0% | $6,026-39.7% | $3,192+13.9% |
| Admin fee / account holder | $800 | $4,927-83.8% | $8,175-90.2% | $4,297-81.4% |