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 | $37,181 | $211,958-82.5% | $169,463-78.1% | $135,375-72.5% |
| Participation rate | 76.5% | 82.6%-6.2pp | 77.8%-1.3pp | 82.6%-6.2pp |
| Annual return | -5.96% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $977 | $5,120-80.9% | $4,159-76.5% | $4,779-79.6% |
| Participant deferral / active EE | $1,886 | $6,075-69.0% | $5,277-64.3% | $5,609-66.4% |
| Admin fee / account holder | $1,841 | $11,471-84.0% | $9,109-79.8% | $10,827-83.0% |