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 | $29,948 | $32,117-6.8% | $71,086-57.9% | $64,186-53.3% |
| Participation rate | 73.1% | 42.7%+30.4pp | 54.7%+18.4pp | 69.6%+3.5pp |
| Annual return | -6.66% | -5.57%-1.1pp | 650.59%-657.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $963 | $712+35.2% | $1,088-11.4% | $2,381-59.5% |
| Participant deferral / active EE | $2,996 | $1,263+137.3% | $1,874+59.9% | $3,470-13.6% |
| Admin fee / account holder | $6,082 | $2,759+120.4% | $3,082+97.3% | $4,888+24.4% |