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 | $15,122 | $49,177-69.3% | $79,464-81.0% | $64,186-76.4% |
| Participation rate | 92.6% | 65.0%+27.6pp | 73.3%+19.2pp | 69.6%+23.0pp |
| Annual return | -3.59% | -1.16%-2.4pp | 718.14%-721.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $763 | $2,076-63.2% | $2,800-72.7% | $2,381-67.9% |
| Participant deferral / active EE | $2,703 | $2,821-4.2% | $3,704-27.0% | $3,470-22.1% |
| Admin fee / account holder | $1,498 | $3,839-61.0% | $5,113-70.7% | $4,888-69.4% |