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 | $21,755 | $49,177-55.8% | $79,464-72.6% | $64,186-66.1% |
| Participation rate | 96.6% | 65.0%+31.5pp | 73.3%+23.2pp | 69.6%+27.0pp |
| Annual return | -3.09% | -1.16%-1.9pp | 718.14%-721.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,569 | $2,076-24.4% | $2,800-44.0% | $2,381-34.1% |
| Participant deferral / active EE | $2,069 | $2,821-26.7% | $3,704-44.1% | $3,470-40.4% |
| Admin fee / account holder | $12,038 | $3,839+213.6% | $5,113+135.4% | $4,888+146.3% |