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 | $20,198 | $158,817-87.3% | $121,196-83.3% | $135,375-85.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 71.7%+14.0pp | 82.6%+3.1pp |
| Annual return | -2.34% | -0.64%-1.7pp | 16.93%-19.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $606 | $5,665-89.3% | $4,022-84.9% | $4,779-87.3% |
| Participant deferral / active EE | $4,246 | $4,005+6.0% | $3,344+27.0% | $5,609-24.3% |
| Admin fee / account holder | $2,644 | $6,512-59.4% | $5,019-47.3% | $10,827-75.6% |