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 | $8,132 | $32,117-74.7% | $71,086-88.6% | $64,186-87.3% |
| Participation rate | 72.9% | 42.7%+30.2pp | 54.7%+18.2pp | 69.6%+3.3pp |
| Annual return | -8.46% | -5.57%-2.9pp | 650.59%-659.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $413 | $712-42.0% | $1,088-62.1% | $2,381-82.7% |
| Participant deferral / active EE | $1,097 | $1,263-13.2% | $1,874-41.5% | $3,470-68.4% |
| Admin fee / account holder | $1,861 | $2,759-32.5% | $3,082-39.6% | $4,888-61.9% |