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 | $27,634 | $99,079-72.1% | $77,999-64.6% | $273,961-89.9% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.5%-2.8pp | 83.0%-10.3pp |
| Annual return | 3.28% | 217.93%-214.7pp | 425.96%-422.7pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,063 | $3,308-67.9% | $2,470-57.0% | $4,869-78.2% |
| Participant deferral / active EE | $4,131 | $4,306-4.1% | $3,497+18.1% | $5,287-21.9% |
| Admin fee / account holder | $325 | $8,954-96.4% | $5,480-94.1% | $10,132-96.8% |