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 | $41,133 | $57,354-28.3% | $83,848-50.9% | $64,186-35.9% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -4.66% | 11.38%-16.0pp | 850.88%-855.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $686 | $2,545-73.0% | $3,631-81.1% | $2,381-71.2% |
| Participant deferral / active EE | $6,862 | $2,993+129.3% | $4,082+68.1% | $3,470+97.8% |
| Admin fee / account holder | $1,697 | $4,046-58.0% | $5,478-69.0% | $4,888-65.3% |