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 | $47,920 | $45,566+5.2% | $64,105-25.2% | $59,632-19.6% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | -2.75% | 4.95%-7.7pp | 791.24%-794.0pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $338 | $934-63.8% | $1,820-81.4% | $2,203-84.7% |
| Participant deferral / active EE | $1,817 | $2,057-11.7% | $2,822-35.6% | $3,192-43.1% |
| Admin fee / account holder | $3,289 | $3,268+0.7% | $4,499-26.9% | $4,297-23.5% |