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 | $31,241 | $99,032-68.5% | $80,019-61.0% | $135,375-76.9% |
| Participation rate | 86.7% | 78.4%+8.3pp | 75.8%+10.8pp | 82.6%+4.0pp |
| Annual return | -4.61% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $646 | $3,043-78.8% | $2,468-73.8% | $4,779-86.5% |
| Participant deferral / active EE | $4,229 | $4,282-1.2% | $3,686+14.8% | $5,609-24.6% |
| Admin fee / account holder | $2,811 | $10,436-73.1% | $6,521-56.9% | $10,827-74.0% |