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 | $17,183 | $32,117-46.5% | $71,086-75.8% | $64,186-73.2% |
| Participation rate | 80.9% | 42.7%+38.2pp | 54.7%+26.2pp | 69.6%+11.3pp |
| Annual return | -3.37% | -5.57%+2.2pp | 650.59%-654.0pp | 7.63%-11.0pp |
| Employer contribution / active EE | $314 | $712-55.9% | $1,088-71.1% | $2,381-86.8% |
| Participant deferral / active EE | $739 | $1,263-41.5% | $1,874-60.6% | $3,470-78.7% |
| Admin fee / account holder | $2,124 | $2,759-23.0% | $3,082-31.1% | $4,888-56.5% |