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 | $43,972 | $54,380-19.1% | $68,509-35.8% | $59,632-26.3% |
| Participation rate | 73.9% | 70.2%+3.7pp | 74.7%-0.8pp | 68.7%+5.2pp |
| Annual return | -1.33% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $685 | $1,539-55.5% | $2,278-69.9% | $2,203-68.9% |
| Participant deferral / active EE | $2,060 | $2,643-22.0% | $3,382-39.1% | $3,192-35.4% |
| Admin fee / account holder | $3,302 | $3,885-15.0% | $5,275-37.4% | $4,297-23.1% |