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 | $25,883 | $127,100-79.6% | $105,738-75.5% | $135,375-80.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 76.3%+12.6pp | 82.6%+6.2pp |
| Annual return | -7.83% | 4.49%-12.3pp | 6.27%-14.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,262 | $4,107-69.3% | $3,268-61.4% | $4,779-73.6% |
| Participant deferral / active EE | $1,425 | $5,064-71.9% | $4,080-65.1% | $5,609-74.6% |
| Admin fee / account holder | $1,506 | $9,087-83.4% | $6,913-78.2% | $10,827-86.1% |