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 | $20,685 | $82,664-75.0% | $125,339-83.5% | $68,494-69.8% |
| Participation rate | 89.1% | 75.0%+14.0pp | 82.4%+6.7pp | 67.9%+21.2pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $852 | $3,381-74.8% | $4,814-82.3% | $2,596-67.2% |
| Participant deferral / active EE | $4,235 | $6,110-30.7% | $7,446-43.1% | $4,027+5.2% |
| Admin fee / account holder | $1,564 | $6,275-75.1% | $10,010-84.4% | $5,403-71.1% |