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 | $22,007 | $49,177-55.2% | $79,464-72.3% | $64,186-65.7% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.6%+6.4pp |
| Annual return | -5.42% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $746 | $2,076-64.1% | $2,800-73.4% | $2,381-68.7% |
| Participant deferral / active EE | $1,537 | $2,821-45.5% | $3,704-58.5% | $3,470-55.7% |
| Admin fee / account holder | $7,547 | $3,839+96.6% | $5,113+47.6% | $4,888+54.4% |