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 | $24,783 | $82,664-70.0% | $125,339-80.2% | $68,494-63.8% |
| Participation rate | 88.5% | 75.0%+13.4pp | 82.4%+6.1pp | 67.9%+20.6pp |
| Annual return | -18.73% | -5.97%-12.8pp | 572.05%-590.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $784 | $3,381-76.8% | $4,814-83.7% | $2,596-69.8% |
| Participant deferral / active EE | $3,481 | $6,110-43.0% | $7,446-53.3% | $4,027-13.6% |
| Admin fee / account holder | $642 | $6,275-89.8% | $10,010-93.6% | $5,403-88.1% |