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 | $44,621 | $32,117+38.9% | $71,086-37.2% | $64,186-30.5% |
| Participation rate | 77.8% | 42.7%+35.1pp | 54.7%+23.1pp | 69.6%+8.2pp |
| Annual return | -4.94% | -5.57%+0.6pp | 650.59%-655.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $423 | $712-40.6% | $1,088-61.1% | $2,381-82.2% |
| Participant deferral / active EE | $1,856 | $1,263+47.0% | $1,874-0.9% | $3,470-46.5% |
| Admin fee / account holder | $2,242 | $2,759-18.7% | $3,082-27.3% | $4,888-54.1% |