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 | $37,989 | $95,862-60.4% | $79,550-52.2% | $134,475-71.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -9.93% | -2.69%-7.2pp | 0.16%-10.1pp | 417.96%-427.9pp |
| Employer contribution / active EE | $890 | $3,128-71.6% | $2,413-63.1% | $4,740-81.2% |
| Participant deferral / active EE | $5,989 | $4,693+27.6% | $3,985+50.3% | $6,400-6.4% |
| Admin fee / account holder | $7,085 | $9,126-22.4% | $6,832+3.7% | $11,426-38.0% |