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 | $35,000 | $167,307-79.1% | $143,757-75.7% | $134,475-74.0% |
| Participation rate | 95.8% | 84.8%+11.0pp | 80.3%+15.5pp | 81.2%+14.6pp |
| Annual return | -3.96% | 0.46%-4.4pp | -0.04%-3.9pp | 417.96%-421.9pp |
| Employer contribution / active EE | $1,356 | $5,619-75.9% | $4,951-72.6% | $4,740-71.4% |
| Participant deferral / active EE | $2,853 | $6,446-55.7% | $5,637-49.4% | $6,400-55.4% |
| Admin fee / account holder | $341 | $18,088-98.1% | $14,673-97.7% | $11,426-97.0% |