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 | $42,459 | $95,193-55.4% | $76,523-44.5% | $135,375-68.6% |
| Participation rate | 85.0% | 74.4%+10.6pp | 68.0%+17.0pp | 82.6%+2.4pp |
| Annual return | -10.19% | 4.85%-15.0pp | -0.27%-9.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,590 | $3,302-51.8% | $2,647-39.9% | $4,779-66.7% |
| Participant deferral / active EE | $2,658 | $4,639-42.7% | $3,835-30.7% | $5,609-52.6% |
| Admin fee / account holder | $855 | $6,249-86.3% | $4,848-82.4% | $10,827-92.1% |