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 | $22,704 | $57,354-60.4% | $83,848-72.9% | $64,186-64.6% |
| Participation rate | 71.7% | 68.6%+3.1pp | 76.1%-4.4pp | 69.6%+2.2pp |
| Annual return | -5.39% | 11.38%-16.8pp | 850.88%-856.3pp | 7.63%-13.0pp |
| Employer contribution / active EE | $665 | $2,545-73.9% | $3,631-81.7% | $2,381-72.1% |
| Participant deferral / active EE | $2,731 | $2,993-8.8% | $4,082-33.1% | $3,470-21.3% |
| Admin fee / account holder | $9,480 | $4,046+134.3% | $5,478+73.1% | $4,888+93.9% |