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 | $34,680 | $30,732+12.8% | $59,496-41.7% | $59,632-41.8% |
| Participation rate | 75.7% | 43.2%+32.5pp | 54.6%+21.1pp | 68.7%+7.0pp |
| Annual return | -2.15% | 4.47%-6.6pp | 182.05%-184.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $912 | $631+44.7% | $1,153-20.9% | $2,203-58.6% |
| Participant deferral / active EE | $2,180 | $1,183+84.3% | $1,829+19.2% | $3,192-31.7% |
| Admin fee / account holder | $892 | $2,136-58.2% | $2,232-60.0% | $4,297-79.2% |