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 | $27,348 | $75,828-63.9% | $147,614-81.5% | $59,632-54.1% |
| Participation rate | 96.2% | 71.6%+24.6pp | 84.6%+11.5pp | 68.7%+27.5pp |
| Annual return | -2.30% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $918 | $3,485-73.7% | $5,564-83.5% | $2,203-58.3% |
| Participant deferral / active EE | $1,981 | $3,130-36.7% | $4,895-59.5% | $3,192-37.9% |
| Admin fee / account holder | $3,498 | $5,985-41.6% | $11,611-69.9% | $4,297-18.6% |