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 | $27,280 | $45,566-40.1% | $64,105-57.4% | $59,632-54.3% |
| Participation rate | 71.0% | 60.2%+10.8pp | 68.2%+2.8pp | 68.7%+2.3pp |
| Annual return | -1.91% | 4.95%-6.9pp | 791.24%-793.1pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $809 | $934-13.4% | $1,820-55.6% | $2,203-63.3% |
| Participant deferral / active EE | $2,404 | $2,057+16.9% | $2,822-14.8% | $3,192-24.7% |
| Admin fee / account holder | $2,780 | $3,268-14.9% | $4,499-38.2% | $4,297-35.3% |