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 | $36,815 | $69,010-46.7% | $159,960-77.0% | $68,494-46.3% |
| Participation rate | 82.4% | 65.4%+17.0pp | 78.0%+4.5pp | 67.9%+14.5pp |
| Annual return | -16.54% | -9.65%-6.9pp | 408.60%-425.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $726 | $2,213-67.2% | $4,226-82.8% | $2,596-72.0% |
| Participant deferral / active EE | $2,338 | $4,212-44.5% | $6,182-62.2% | $4,027-41.9% |
| Admin fee / account holder | $687 | $4,798-85.7% | $8,698-92.1% | $5,403-87.3% |