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 | $24,873 | $190,805-87.0% | $159,960-84.5% | $134,475-81.5% |
| Participation rate | 81.0% | 81.9%-1.0pp | 78.0%+3.0pp | 81.2%-0.3pp |
| Annual return | -7.89% | 552.23%-560.1pp | 408.60%-416.5pp | 417.96%-425.9pp |
| Employer contribution / active EE | $858 | $4,995-82.8% | $4,226-79.7% | $4,740-81.9% |
| Participant deferral / active EE | $2,091 | $6,923-69.8% | $6,182-66.2% | $6,400-67.3% |
| Admin fee / account holder | $7,804 | $10,471-25.5% | $8,698-10.3% | $11,426-31.7% |