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 | $41,503 | $76,000-45.4% | $154,107-73.1% | $64,186-35.3% |
| Participation rate | 70.9% | 70.4%+0.5pp | 83.0%-12.2pp | 69.6%+1.3pp |
| Annual return | -6.23% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,690 | $3,351-49.6% | $5,298-68.1% | $2,381-29.0% |
| Participant deferral / active EE | $3,398 | $3,175+7.0% | $5,081-33.1% | $3,470-2.0% |
| Admin fee / account holder | $1,769 | $5,596-68.4% | $13,411-86.8% | $4,888-63.8% |