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 | $23,638 | $211,958-88.8% | $169,463-86.1% | $135,375-82.5% |
| Participation rate | 95.8% | 82.6%+13.2pp | 77.8%+18.1pp | 82.6%+13.2pp |
| Annual return | -4.10% | 3.26%-7.4pp | 1.83%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $519 | $5,120-89.9% | $4,159-87.5% | $4,779-89.1% |
| Participant deferral / active EE | $1,301 | $6,075-78.6% | $5,277-75.3% | $5,609-76.8% |
| Admin fee / account holder | $4,547 | $11,471-60.4% | $9,109-50.1% | $10,827-58.0% |