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 | $31,738 | $82,286-61.4% | $68,791-53.9% | $134,475-76.4% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -16.22% | -2.19%-14.0pp | -6.38%-9.8pp | 417.96%-434.2pp |
| Employer contribution / active EE | $693 | $3,301-79.0% | $2,655-73.9% | $4,740-85.4% |
| Participant deferral / active EE | $2,323 | $4,739-51.0% | $3,941-41.1% | $6,400-63.7% |
| Admin fee / account holder | $670 | $6,481-89.7% | $4,932-86.4% | $11,426-94.1% |