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 7-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 | $15,055 | $69,010-78.2% | $159,960-90.6% | $68,494-78.0% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 67.9%+28.1pp |
| Annual return | -18.46% | -9.65%-8.8pp | 408.60%-427.1pp | -7.84%-10.6pp |
| Employer contribution / active EE | $993 | $2,213-55.1% | $4,226-76.5% | $2,596-61.7% |
| Participant deferral / active EE | $2,246 | $4,212-46.7% | $6,182-63.7% | $4,027-44.2% |
| Admin fee / account holder | $857 | $4,798-82.1% | $8,698-90.1% | $5,403-84.1% |