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 | $23,385 | $211,958-89.0% | $169,463-86.2% | $135,375-82.7% |
| Participation rate | 85.0% | 82.6%+2.4pp | 77.8%+7.2pp | 82.6%+2.4pp |
| Annual return | -5.98% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $631 | $5,120-87.7% | $4,159-84.8% | $4,779-86.8% |
| Participant deferral / active EE | $1,715 | $6,075-71.8% | $5,277-67.5% | $5,609-69.4% |
| Admin fee / account holder | $1,762 | $11,471-84.6% | $9,109-80.7% | $10,827-83.7% |