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 | $156,051 | $211,958-26.4% | $169,463-7.9% | $135,375+15.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.01% | 3.26%-9.3pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $693 | $5,120-86.5% | $4,159-83.3% | $4,779-85.5% |
| Participant deferral / active EE | $1,195 | $6,075-80.3% | $5,277-77.4% | $5,609-78.7% |
| Admin fee / account holder | $958 | $11,471-91.7% | $9,109-89.5% | $10,827-91.2% |