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 | $14,569 | $64,307-77.3% | $57,343-74.6% | $125,391-88.4% |
| Participation rate | 70.8% | 78.6%-7.8pp | 75.1%-4.3pp | 83.2%-12.4pp |
| Annual return | -0.84% | 25.12%-26.0pp | 24.39%-25.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $625 | $3,193-80.4% | $2,689-76.8% | $4,866-87.2% |
| Participant deferral / active EE | $1,236 | $3,848-67.9% | $3,162-60.9% | $5,352-76.9% |
| Admin fee / account holder | $1,061 | $5,242-79.8% | $3,356-68.4% | $9,540-88.9% |