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 | $28,879 | $48,274-40.2% | $63,517-54.5% | $59,632-51.6% |
| Participation rate | 83.0% | 66.3%+16.7pp | 71.0%+12.0pp | 68.7%+14.3pp |
| Annual return | 0.18% | -240.79%+241.0pp | -70.30%+70.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $960 | $1,586-39.5% | $2,322-58.6% | $2,203-56.4% |
| Participant deferral / active EE | $1,659 | $2,343-29.2% | $2,953-43.8% | $3,192-48.0% |
| Admin fee / account holder | $4,986 | $3,600+38.5% | $5,892-15.4% | $4,297+16.0% |