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 | $48,749 | $107,791-54.8% | $90,645-46.2% | $135,375-64.0% |
| Participation rate | 90.9% | 78.0%+12.9pp | 74.0%+16.9pp | 82.6%+8.3pp |
| Annual return | -4.13% | -0.90%-3.2pp | 1.88%-6.0pp | 519.73%-523.9pp |
| Employer contribution / active EE | $701 | $3,018-76.8% | $2,532-72.3% | $4,779-85.3% |
| Participant deferral / active EE | $5,086 | $3,872+31.4% | $3,425+48.5% | $5,609-9.3% |
| Admin fee / account holder | $4,647 | $5,930-21.6% | $4,994-6.9% | $10,827-57.1% |