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 | $57,169 | $97,044-41.1% | $83,333-31.4% | $135,375-57.8% |
| Participation rate | 89.5% | 80.4%+9.1pp | 77.8%+11.7pp | 82.6%+6.8pp |
| Annual return | -7.12% | 12.31%-19.4pp | 10.63%-17.8pp | 519.73%-526.9pp |
| Employer contribution / active EE | $901 | $4,143-78.3% | $3,379-73.3% | $4,779-81.2% |
| Participant deferral / active EE | $1,838 | $5,964-69.2% | $5,565-67.0% | $5,609-67.2% |
| Admin fee / account holder | $614 | $8,380-92.7% | $7,510-91.8% | $10,827-94.3% |