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 | $55,796 | $211,958-73.7% | $169,463-67.1% | $135,375-58.8% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -5.99% | 3.26%-9.3pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $885 | $5,120-82.7% | $4,159-78.7% | $4,779-81.5% |
| Participant deferral / active EE | $4,211 | $6,075-30.7% | $5,277-20.2% | $5,609-24.9% |
| Admin fee / account holder | $551 | $11,471-95.2% | $9,109-94.0% | $10,827-94.9% |