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 | $11,563 | $32,117-64.0% | $71,086-83.7% | $64,186-82.0% |
| Participation rate | 78.7% | 42.7%+36.0pp | 54.7%+24.0pp | 69.6%+9.1pp |
| Annual return | -4.34% | -5.57%+1.2pp | 650.59%-654.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $490 | $712-31.3% | $1,088-55.0% | $2,381-79.4% |
| Participant deferral / active EE | $1,062 | $1,263-15.9% | $1,874-43.3% | $3,470-69.4% |
| Admin fee / account holder | $595 | $2,759-78.4% | $3,082-80.7% | $4,888-87.8% |