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 | $20,454 | $49,177-58.4% | $79,464-74.3% | $64,186-68.1% |
| Participation rate | 94.7% | 65.0%+29.7pp | 73.3%+21.4pp | 69.6%+25.2pp |
| Annual return | -7.81% | -1.16%-6.7pp | 718.14%-726.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $407 | $2,076-80.4% | $2,800-85.5% | $2,381-82.9% |
| Participant deferral / active EE | $2,068 | $2,821-26.7% | $3,704-44.2% | $3,470-40.4% |
| Admin fee / account holder | $523 | $3,839-86.4% | $5,113-89.8% | $4,888-89.3% |