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 | $55,172 | $97,044-43.1% | $83,333-33.8% | $135,375-59.2% |
| Participation rate | 81.0% | 80.4%+0.5pp | 77.8%+3.2pp | 82.6%-1.7pp |
| Annual return | -5.78% | 12.31%-18.1pp | 10.63%-16.4pp | 519.73%-525.5pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,345 | $5,964-60.7% | $5,565-57.9% | $5,609-58.2% |
| Admin fee / account holder | $9,339 | $8,380+11.4% | $7,510+24.3% | $10,827-13.7% |