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 | $19,871 | $57,354-65.4% | $83,848-76.3% | $64,186-69.0% |
| Participation rate | 85.4% | 68.6%+16.8pp | 76.1%+9.2pp | 69.6%+15.8pp |
| Annual return | -5.04% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,098 | $2,545-56.9% | $3,631-69.8% | $2,381-53.9% |
| Participant deferral / active EE | $2,246 | $2,993-25.0% | $4,082-45.0% | $3,470-35.3% |
| Admin fee / account holder | $1,637 | $4,046-59.5% | $5,478-70.1% | $4,888-66.5% |