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 | $27,319 | $72,404-62.3% | $110,238-75.2% | $64,186-57.4% |
| Participation rate | 88.9% | 73.3%+15.6pp | 79.8%+9.1pp | 69.6%+19.3pp |
| Annual return | -5.57% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $694 | $2,282-69.6% | $3,826-81.9% | $2,381-70.8% |
| Participant deferral / active EE | $1,587 | $3,469-54.3% | $4,672-66.0% | $3,470-54.3% |
| Admin fee / account holder | $7,423 | $5,664+31.0% | $8,547-13.2% | $4,888+51.9% |