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 | $35,619 | $97,044-63.3% | $83,333-57.3% | $135,375-73.7% |
| Participation rate | 92.9% | 80.4%+12.4pp | 77.8%+15.1pp | 82.6%+10.2pp |
| Annual return | -5.17% | 12.31%-17.5pp | 10.63%-15.8pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,511 | $4,143-63.5% | $3,379-55.3% | $4,779-68.4% |
| Participant deferral / active EE | $3,976 | $5,964-33.3% | $5,565-28.6% | $5,609-29.1% |
| Admin fee / account holder | $351 | $8,380-95.8% | $7,510-95.3% | $10,827-96.8% |