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 | $12,268 | $49,177-75.1% | $79,464-84.6% | $64,186-80.9% |
| Participation rate | 90.5% | 65.0%+25.4pp | 73.3%+17.1pp | 69.6%+20.9pp |
| Annual return | -4.23% | -1.16%-3.1pp | 718.14%-722.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $673 | $2,076-67.6% | $2,800-76.0% | $2,381-71.7% |
| Participant deferral / active EE | $1,969 | $2,821-30.2% | $3,704-46.9% | $3,470-43.3% |
| Admin fee / account holder | $1,749 | $3,839-54.4% | $5,113-65.8% | $4,888-64.2% |