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 | $19,195 | $75,828-74.7% | $147,614-87.0% | $59,632-67.8% |
| Participation rate | 86.2% | 71.6%+14.6pp | 84.6%+1.6pp | 68.7%+17.5pp |
| Annual return | -1.47% | 0.37%-1.8pp | 61.98%-63.5pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $2,276 | $3,485-34.7% | $5,564-59.1% | $2,203+3.3% |
| Participant deferral / active EE | $3,555 | $3,130+13.6% | $4,895-27.4% | $3,192+11.4% |
| Admin fee / account holder | $8,386 | $5,985+40.1% | $11,611-27.8% | $4,297+95.2% |