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 | $20,891 | $49,177-57.5% | $79,464-73.7% | $64,186-67.5% |
| Participation rate | 97.0% | 65.0%+31.9pp | 73.3%+23.6pp | 69.6%+27.4pp |
| Annual return | -1.60% | -1.16%-0.4pp | 718.14%-719.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,041 | $2,076-49.9% | $2,800-62.8% | $2,381-56.3% |
| Participant deferral / active EE | $1,541 | $2,821-45.4% | $3,704-58.4% | $3,470-55.6% |
| Admin fee / account holder | $2,546 | $3,839-33.7% | $5,113-50.2% | $4,888-47.9% |