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 | $43,379 | $45,566-4.8% | $64,105-32.3% | $59,632-27.3% |
| Participation rate | 74.2% | 60.2%+14.0pp | 68.2%+6.0pp | 68.7%+5.5pp |
| Annual return | -1.05% | 4.95%-6.0pp | 791.24%-792.3pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $308 | $934-67.0% | $1,820-83.1% | $2,203-86.0% |
| Participant deferral / active EE | $1,951 | $2,057-5.1% | $2,822-30.9% | $3,192-38.9% |
| Admin fee / account holder | $4,273 | $3,268+30.8% | $4,499-5.0% | $4,297-0.6% |