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 | $24,195 | $76,000-68.2% | $154,107-84.3% | $64,186-62.3% |
| Participation rate | 85.6% | 70.4%+15.1pp | 83.0%+2.5pp | 69.6%+16.0pp |
| Annual return | -6.10% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,008 | $3,351-69.9% | $5,298-81.0% | $2,381-57.6% |
| Participant deferral / active EE | $896 | $3,175-71.8% | $5,081-82.4% | $3,470-74.2% |
| Admin fee / account holder | $6,238 | $5,596+11.5% | $13,411-53.5% | $4,888+27.6% |