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 | $26,307 | $49,177-46.5% | $79,464-66.9% | $64,186-59.0% |
| Participation rate | 87.8% | 65.0%+22.7pp | 73.3%+14.4pp | 69.6%+18.2pp |
| Annual return | -5.10% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,113 | $2,076-46.4% | $2,800-60.3% | $2,381-53.2% |
| Participant deferral / active EE | $1,962 | $2,821-30.5% | $3,704-47.0% | $3,470-43.5% |
| Admin fee / account holder | $9,720 | $3,839+153.2% | $5,113+90.1% | $4,888+98.8% |