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 | $25,543 | $69,010-63.0% | $159,960-84.0% | $68,494-62.7% |
| Participation rate | 92.7% | 65.4%+27.3pp | 78.0%+14.7pp | 67.9%+24.8pp |
| Annual return | -18.08% | -9.65%-8.4pp | 408.60%-426.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $489 | $2,213-77.9% | $4,226-88.4% | $2,596-81.2% |
| Participant deferral / active EE | $1,863 | $4,212-55.8% | $6,182-69.9% | $4,027-53.7% |
| Admin fee / account holder | $718 | $4,798-85.0% | $8,698-91.7% | $5,403-86.7% |