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 | $21,524 | $57,354-62.5% | $83,848-74.3% | $64,186-66.5% |
| Participation rate | 70.4% | 68.6%+1.8pp | 76.1%-5.8pp | 69.6%+0.8pp |
| Annual return | -3.03% | 11.38%-14.4pp | 850.88%-853.9pp | 7.63%-10.7pp |
| Employer contribution / active EE | $985 | $2,545-61.3% | $3,631-72.9% | $2,381-58.6% |
| Participant deferral / active EE | $1,701 | $2,993-43.2% | $4,082-58.3% | $3,470-51.0% |
| Admin fee / account holder | $8,862 | $4,046+119.1% | $5,478+61.8% | $4,888+81.3% |