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 | $22,988 | $91,911-75.0% | $68,793-66.6% | $135,375-83.0% |
| Participation rate | 70.0% | 76.7%-6.7pp | 72.2%-2.2pp | 82.6%-12.6pp |
| Annual return | -4.63% | -8.22%+3.6pp | -4.63%0pp | 519.73%-524.4pp |
| Employer contribution / active EE | $673 | $3,924-82.9% | $2,625-74.4% | $4,779-85.9% |
| Participant deferral / active EE | $673 | $4,315-84.4% | $3,311-79.7% | $5,609-88.0% |
| Admin fee / account holder | $521 | $9,240-94.4% | $5,131-89.8% | $10,827-95.2% |