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 | $24,173 | $95,193-74.6% | $76,523-68.4% | $135,375-82.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 68.0%+12.0pp | 82.6%-2.6pp |
| Annual return | -9.99% | 4.85%-14.8pp | -0.27%-9.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $735 | $3,302-77.7% | $2,647-72.2% | $4,779-84.6% |
| Participant deferral / active EE | $5,053 | $4,639+8.9% | $3,835+31.7% | $5,609-9.9% |
| Admin fee / account holder | $531 | $6,249-91.5% | $4,848-89.1% | $10,827-95.1% |