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 | $29,296 | $99,032-70.4% | $80,019-63.4% | $135,375-78.4% |
| Participation rate | 94.4% | 78.4%+16.1pp | 75.8%+18.6pp | 82.6%+11.8pp |
| Annual return | -7.28% | 15.39%-22.7pp | 11.22%-18.5pp | 519.73%-527.0pp |
| Employer contribution / active EE | $1,120 | $3,043-63.2% | $2,468-54.6% | $4,779-76.6% |
| Participant deferral / active EE | $1,511 | $4,282-64.7% | $3,686-59.0% | $5,609-73.1% |
| Admin fee / account holder | $2,922 | $10,436-72.0% | $6,521-55.2% | $10,827-73.0% |