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 | $14,052 | $32,117-56.2% | $71,086-80.2% | $64,186-78.1% |
| Participation rate | 94.7% | 42.7%+52.0pp | 54.7%+40.1pp | 69.6%+25.2pp |
| Annual return | 41.43% | -5.57%+47.0pp | 650.59%-609.2pp | 7.63%+33.8pp |
| Employer contribution / active EE | $439 | $712-38.4% | $1,088-59.7% | $2,381-81.6% |
| Participant deferral / active EE | $0 | $1,263-100.0% | $1,874-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,307 | $2,759+128.6% | $3,082+104.6% | $4,888+29.0% |