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 | $18,036 | $97,044-81.4% | $83,333-78.4% | $135,375-86.7% |
| Participation rate | 81.0% | 80.4%+0.5pp | 77.8%+3.2pp | 82.6%-1.7pp |
| Annual return | -6.06% | 12.31%-18.4pp | 10.63%-16.7pp | 519.73%-525.8pp |
| Employer contribution / active EE | $894 | $4,143-78.4% | $3,379-73.5% | $4,779-81.3% |
| Participant deferral / active EE | $2,907 | $5,964-51.3% | $5,565-47.8% | $5,609-48.2% |
| Admin fee / account holder | $673 | $8,380-92.0% | $7,510-91.0% | $10,827-93.8% |