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 | $35,510 | $90,590-60.8% | $90,782-60.9% | $135,375-73.8% |
| Participation rate | 81.8% | 83.7%-1.9pp | 82.7%-0.8pp | 82.6%-0.8pp |
| Annual return | -4.67% | -3.40%-1.3pp | -3.42%-1.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,940 | $4,352-55.4% | $4,105-52.7% | $4,779-59.4% |
| Participant deferral / active EE | $6,537 | $5,407+20.9% | $5,366+21.8% | $5,609+16.6% |
| Admin fee / account holder | $4,444 | $7,683-42.2% | $5,908-24.8% | $10,827-59.0% |