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 | $41,192 | $91,911-55.2% | $68,793-40.1% | $135,375-69.6% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | 9.44% | -8.22%+17.7pp | -4.63%+14.1pp | 519.73%-510.3pp |
| Employer contribution / active EE | $413 | $3,924-89.5% | $2,625-84.3% | $4,779-91.3% |
| Participant deferral / active EE | $744 | $4,315-82.8% | $3,311-77.5% | $5,609-86.7% |
| Admin fee / account holder | $2,419 | $9,240-73.8% | $5,131-52.8% | $10,827-77.7% |