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 | $30,393 | $64,307-52.7% | $57,343-47.0% | $125,391-75.8% |
| Participation rate | 73.7% | 78.6%-5.0pp | 75.1%-1.4pp | 83.2%-9.5pp |
| Annual return | -0.04% | 25.12%-25.2pp | 24.39%-24.4pp | 282.22%-282.3pp |
| Employer contribution / active EE | $740 | $3,193-76.8% | $2,689-72.5% | $4,866-84.8% |
| Participant deferral / active EE | $2,383 | $3,848-38.1% | $3,162-24.7% | $5,352-55.5% |
| Admin fee / account holder | $7,187 | $5,242+37.1% | $3,356+114.2% | $9,540-24.7% |