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 | $78,439 | $105,860-25.9% | $90,749-13.6% | $134,475-41.7% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -15.74% | -11.01%-4.7pp | -12.16%-3.6pp | 417.96%-433.7pp |
| Employer contribution / active EE | $972 | $3,462-71.9% | $2,921-66.7% | $4,740-79.5% |
| Participant deferral / active EE | $3,887 | $5,216-25.5% | $4,564-14.8% | $6,400-39.3% |
| Admin fee / account holder | $1,046 | $13,938-92.5% | $8,445-87.6% | $11,426-90.8% |