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 | $13,878 | $32,117-56.8% | $71,086-80.5% | $64,186-78.4% |
| Participation rate | 97.3% | 42.7%+54.6pp | 54.7%+42.6pp | 69.6%+27.7pp |
| Annual return | 4.71% | -5.57%+10.3pp | 650.59%-645.9pp | 7.63%-2.9pp |
| Employer contribution / active EE | $747 | $712+5.0% | $1,088-31.3% | $2,381-68.6% |
| Participant deferral / active EE | $402 | $1,263-68.2% | $1,874-78.6% | $3,470-88.4% |
| Admin fee / account holder | $16,745 | $2,759+506.9% | $3,082+443.2% | $4,888+242.6% |