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 | $34,260 | $99,032-65.4% | $80,019-57.2% | $135,375-74.7% |
| Participation rate | 89.5% | 78.4%+11.1pp | 75.8%+13.6pp | 82.6%+6.8pp |
| Annual return | -7.18% | 15.39%-22.6pp | 11.22%-18.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $872 | $3,043-71.3% | $2,468-64.7% | $4,779-81.7% |
| Participant deferral / active EE | $4,361 | $4,282+1.8% | $3,686+18.3% | $5,609-22.2% |
| Admin fee / account holder | $5,387 | $10,436-48.4% | $6,521-17.4% | $10,827-50.2% |