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 | $31,760 | $49,177-35.4% | $79,464-60.0% | $64,186-50.5% |
| Participation rate | 76.5% | 65.0%+11.4pp | 73.3%+3.1pp | 69.6%+6.9pp |
| Annual return | -4.28% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,542 | $2,076-25.7% | $2,800-44.9% | $2,381-35.2% |
| Participant deferral / active EE | $3,344 | $2,821+18.5% | $3,704-9.7% | $3,470-3.6% |
| Admin fee / account holder | $1,475 | $3,839-61.6% | $5,113-71.1% | $4,888-69.8% |