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 | $23,085 | $75,828-69.6% | $147,614-84.4% | $59,632-61.3% |
| Participation rate | 85.3% | 71.6%+13.7pp | 84.6%+0.7pp | 68.7%+16.6pp |
| Annual return | -1.46% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $2,335 | $3,485-33.0% | $5,564-58.0% | $2,203+6.0% |
| Participant deferral / active EE | $4,199 | $3,130+34.1% | $4,895-14.2% | $3,192+31.6% |
| Admin fee / account holder | $3,231 | $5,985-46.0% | $11,611-72.2% | $4,297-24.8% |