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 | $27,966 | $158,817-82.4% | $121,196-76.9% | $135,375-79.3% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | 1.73% | -0.64%+2.4pp | 16.93%-15.2pp | 519.73%-518.0pp |
| Employer contribution / active EE | $2,161 | $5,665-61.8% | $4,022-46.3% | $4,779-54.8% |
| Participant deferral / active EE | $1,123 | $4,005-72.0% | $3,344-66.4% | $5,609-80.0% |
| Admin fee / account holder | $532 | $6,512-91.8% | $5,019-89.4% | $10,827-95.1% |