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 | $27,258 | $57,354-52.5% | $83,848-67.5% | $64,186-57.5% |
| Participation rate | 80.9% | 68.6%+12.3pp | 76.1%+4.8pp | 69.6%+11.3pp |
| Annual return | -3.95% | 11.38%-15.3pp | 850.88%-854.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $831 | $2,545-67.4% | $3,631-77.1% | $2,381-65.1% |
| Participant deferral / active EE | $2,854 | $2,993-4.7% | $4,082-30.1% | $3,470-17.7% |
| Admin fee / account holder | $12,986 | $4,046+221.0% | $5,478+137.0% | $4,888+165.7% |