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 | $23,227 | $78,694-70.5% | $67,652-65.7% | $125,391-81.5% |
| Participation rate | 87.5% | 78.8%+8.7pp | 75.7%+11.8pp | 83.2%+4.3pp |
| Annual return | -2.16% | 9.46%-11.6pp | 6625.04%-6627.2pp | 282.22%-284.4pp |
| Employer contribution / active EE | $1,795 | $3,044-41.0% | $2,266-20.8% | $4,866-63.1% |
| Participant deferral / active EE | $2,876 | $4,292-33.0% | $3,560-19.2% | $5,352-46.3% |
| Admin fee / account holder | $2,120 | $7,403-71.4% | $4,821-56.0% | $9,540-77.8% |