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 | $26,348 | $32,117-18.0% | $71,086-62.9% | $64,186-59.0% |
| Participation rate | 93.2% | 42.7%+50.5pp | 54.7%+38.6pp | 69.6%+23.7pp |
| Annual return | -8.16% | -5.57%-2.6pp | 650.59%-658.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $639 | $712-10.3% | $1,088-41.2% | $2,381-73.2% |
| Participant deferral / active EE | $1,008 | $1,263-20.2% | $1,874-46.2% | $3,470-70.9% |
| Admin fee / account holder | $335 | $2,759-87.9% | $3,082-89.1% | $4,888-93.2% |