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 | $34,841 | $99,032-64.8% | $80,019-56.5% | $135,375-74.3% |
| Participation rate | 80.0% | 78.4%+1.6pp | 75.8%+4.2pp | 82.6%-2.6pp |
| Annual return | -5.68% | 15.39%-21.1pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $485 | $3,043-84.1% | $2,468-80.3% | $4,779-89.8% |
| Participant deferral / active EE | $3,998 | $4,282-6.6% | $3,686+8.5% | $5,609-28.7% |
| Admin fee / account holder | $8,888 | $10,436-14.8% | $6,521+36.3% | $10,827-17.9% |