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 | $15,185 | $49,177-69.1% | $79,464-80.9% | $64,186-76.3% |
| Participation rate | 89.2% | 65.0%+24.1pp | 73.3%+15.8pp | 69.6%+19.6pp |
| Annual return | -6.44% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $526 | $2,076-74.6% | $2,800-81.2% | $2,381-77.9% |
| Participant deferral / active EE | $1,519 | $2,821-46.2% | $3,704-59.0% | $3,470-56.2% |
| Admin fee / account holder | $620 | $3,839-83.9% | $5,113-87.9% | $4,888-87.3% |