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 | $40,478 | $78,694-48.6% | $67,652-40.2% | $125,391-67.7% |
| Participation rate | 91.7% | 78.8%+12.9pp | 75.7%+16.0pp | 83.2%+8.5pp |
| Annual return | -2.31% | 9.46%-11.8pp | 6625.04%-6627.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,203 | $3,044-60.5% | $2,266-46.9% | $4,866-75.3% |
| Participant deferral / active EE | $1,309 | $4,292-69.5% | $3,560-63.2% | $5,352-75.5% |
| Admin fee / account holder | $665 | $7,403-91.0% | $4,821-86.2% | $9,540-93.0% |