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 | $26,684 | $49,177-45.7% | $79,464-66.4% | $64,186-58.4% |
| Participation rate | 73.8% | 65.0%+8.8pp | 73.3%+0.5pp | 69.6%+4.2pp |
| Annual return | -5.05% | -1.16%-3.9pp | 718.14%-723.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $502 | $2,076-75.8% | $2,800-82.1% | $2,381-78.9% |
| Participant deferral / active EE | $2,026 | $2,821-28.2% | $3,704-45.3% | $3,470-41.6% |
| Admin fee / account holder | $4,491 | $3,839+17.0% | $5,113-12.2% | $4,888-8.1% |