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 | $41,915 | $82,664-49.3% | $125,339-66.6% | $68,494-38.8% |
| Participation rate | 72.1% | 75.0%-2.9pp | 82.4%-10.3pp | 67.9%+4.2pp |
| Annual return | -10.64% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $769 | $3,381-77.2% | $4,814-84.0% | $2,596-70.4% |
| Participant deferral / active EE | $3,730 | $6,110-39.0% | $7,446-49.9% | $4,027-7.4% |
| Admin fee / account holder | $17,479 | $6,275+178.5% | $10,010+74.6% | $5,403+223.5% |