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 | $24,531 | $30,732-20.2% | $59,496-58.8% | $59,632-58.9% |
| Participation rate | 88.0% | 43.2%+44.8pp | 54.6%+33.4pp | 68.7%+19.3pp |
| Annual return | -2.69% | 4.47%-7.2pp | 182.05%-184.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $594 | $631-5.9% | $1,153-48.5% | $2,203-73.0% |
| Participant deferral / active EE | $1,572 | $1,183+32.9% | $1,829-14.1% | $3,192-50.8% |
| Admin fee / account holder | $886 | $2,136-58.5% | $2,232-60.3% | $4,297-79.4% |