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 | $15,890 | $87,540-81.8% | $75,781-79.0% | $125,391-87.3% |
| Participation rate | 78.6% | 80.2%-1.6pp | 75.8%+2.8pp | 83.2%-4.6pp |
| Annual return | -2.61% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $968 | $3,930-75.4% | $3,323-70.9% | $4,866-80.1% |
| Participant deferral / active EE | $1,115 | $4,229-73.6% | $3,651-69.5% | $5,352-79.2% |
| Admin fee / account holder | $929 | $6,502-85.7% | $5,299-82.5% | $9,540-90.3% |