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 | $28,999 | $92,222-68.6% | $76,768-62.2% | $135,375-78.6% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -7.91% | 5.46%-13.4pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $767 | $3,216-76.1% | $2,485-69.1% | $4,779-83.9% |
| Participant deferral / active EE | $5,091 | $4,509+12.9% | $3,852+32.2% | $5,609-9.2% |
| Admin fee / account holder | $864 | $10,748-92.0% | $6,675-87.1% | $10,827-92.0% |