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 | $27,173 | $82,664-67.1% | $125,339-78.3% | $68,494-60.3% |
| Participation rate | 73.1% | 75.0%-2.0pp | 82.4%-9.3pp | 67.9%+5.2pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $989 | $3,381-70.8% | $4,814-79.5% | $2,596-61.9% |
| Participant deferral / active EE | $2,986 | $6,110-51.1% | $7,446-59.9% | $4,027-25.9% |
| Admin fee / account holder | $926 | $6,275-85.2% | $10,010-90.7% | $5,403-82.9% |