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 | $26,300 | $49,177-46.5% | $79,464-66.9% | $64,186-59.0% |
| Participation rate | 92.3% | 65.0%+27.3pp | 73.3%+19.0pp | 69.6%+22.7pp |
| Annual return | -5.34% | -1.16%-4.2pp | 718.14%-723.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $626 | $2,076-69.8% | $2,800-77.6% | $2,381-73.7% |
| Participant deferral / active EE | $2,662 | $2,821-5.7% | $3,704-28.1% | $3,470-23.3% |
| Admin fee / account holder | $7,599 | $3,839+98.0% | $5,113+48.6% | $4,888+55.5% |