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 | $20,696 | $49,177-57.9% | $79,464-74.0% | $64,186-67.8% |
| Participation rate | 89.7% | 65.0%+24.7pp | 73.3%+16.4pp | 69.6%+20.2pp |
| Annual return | -5.96% | -1.16%-4.8pp | 718.14%-724.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,028 | $2,076-50.5% | $2,800-63.3% | $2,381-56.8% |
| Participant deferral / active EE | $1,967 | $2,821-30.3% | $3,704-46.9% | $3,470-43.3% |
| Admin fee / account holder | $836 | $3,839-78.2% | $5,113-83.6% | $4,888-82.9% |