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 | $21,475 | $73,867-70.9% | $143,757-85.1% | $68,494-68.6% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -14.93% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $498 | $3,184-84.4% | $4,951-89.9% | $2,596-80.8% |
| Participant deferral / active EE | $3,674 | $3,384+8.6% | $5,637-34.8% | $4,027-8.8% |
| Admin fee / account holder | $2,386 | $5,755-58.5% | $14,673-83.7% | $5,403-55.8% |