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 | $19,020 | $57,354-66.8% | $83,848-77.3% | $64,186-70.4% |
| Participation rate | 85.3% | 68.6%+16.7pp | 76.1%+9.1pp | 69.6%+15.7pp |
| Annual return | -5.01% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,097 | $2,545-17.6% | $3,631-42.2% | $2,381-11.9% |
| Participant deferral / active EE | $1,686 | $2,993-43.7% | $4,082-58.7% | $3,470-51.4% |
| Admin fee / account holder | $2,234 | $4,046-44.8% | $5,478-59.2% | $4,888-54.3% |