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 | $41,102 | $211,958-80.6% | $169,463-75.7% | $135,375-69.6% |
| Participation rate | 85.0% | 82.6%+2.4pp | 77.8%+7.2pp | 82.6%+2.4pp |
| Annual return | -2.86% | 3.26%-6.1pp | 1.83%-4.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $446 | $5,120-91.3% | $4,159-89.3% | $4,779-90.7% |
| Participant deferral / active EE | $2,485 | $6,075-59.1% | $5,277-52.9% | $5,609-55.7% |
| Admin fee / account holder | $1,995 | $11,471-82.6% | $9,109-78.1% | $10,827-81.6% |