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 | $17,827 | $49,177-63.7% | $79,464-77.6% | $64,186-72.2% |
| Participation rate | 97.5% | 65.0%+32.5pp | 73.3%+24.2pp | 69.6%+27.9pp |
| Annual return | -3.78% | -1.16%-2.6pp | 718.14%-721.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,166 | $2,076-43.8% | $2,800-58.3% | $2,381-51.0% |
| Participant deferral / active EE | $1,227 | $2,821-56.5% | $3,704-66.9% | $3,470-64.6% |
| Admin fee / account holder | $10,228 | $3,839+166.4% | $5,113+100.0% | $4,888+109.2% |