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 | $13,289 | $49,177-73.0% | $79,464-83.3% | $64,186-79.3% |
| Participation rate | 96.3% | 65.0%+31.3pp | 73.3%+22.9pp | 69.6%+26.7pp |
| Annual return | -7.66% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,832 | $2,076-11.8% | $2,800-34.6% | $2,381-23.1% |
| Participant deferral / active EE | $1,927 | $2,821-31.7% | $3,704-48.0% | $3,470-44.5% |
| Admin fee / account holder | $644 | $3,839-83.2% | $5,113-87.4% | $4,888-86.8% |