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 | $23,059 | $49,177-53.1% | $79,464-71.0% | $64,186-64.1% |
| Participation rate | 85.4% | 65.0%+20.4pp | 73.3%+12.0pp | 69.6%+15.8pp |
| Annual return | -2.39% | -1.16%-1.2pp | 718.14%-720.5pp | 7.63%-10.0pp |
| Employer contribution / active EE | $417 | $2,076-79.9% | $2,800-85.1% | $2,381-82.5% |
| Participant deferral / active EE | $1,667 | $2,821-40.9% | $3,704-55.0% | $3,470-51.9% |
| Admin fee / account holder | $718 | $3,839-81.3% | $5,113-86.0% | $4,888-85.3% |