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 | $28,388 | $57,354-50.5% | $83,848-66.1% | $64,186-55.8% |
| Participation rate | 89.5% | 68.6%+20.9pp | 76.1%+13.3pp | 69.6%+19.9pp |
| Annual return | -3.00% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,316 | $2,545-48.3% | $3,631-63.8% | $2,381-44.7% |
| Participant deferral / active EE | $2,433 | $2,993-18.7% | $4,082-40.4% | $3,470-29.9% |
| Admin fee / account holder | $4,471 | $4,046+10.5% | $5,478-18.4% | $4,888-8.5% |