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 | $88,048 | $107,791-18.3% | $90,645-2.9% | $135,375-35.0% |
| Participation rate | 84.6% | 78.0%+6.6pp | 74.0%+10.6pp | 82.6%+2.0pp |
| Annual return | -5.43% | -0.90%-4.5pp | 1.88%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $651 | $3,018-78.4% | $2,532-74.3% | $4,779-86.4% |
| Participant deferral / active EE | $2,041 | $3,872-47.3% | $3,425-40.4% | $5,609-63.6% |
| Admin fee / account holder | $2,496 | $5,930-57.9% | $4,994-50.0% | $10,827-77.0% |