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 | $31,364 | $43,723-28.3% | $121,196-74.1% | $64,186-51.1% |
| Participation rate | 92.9% | 58.3%+34.5pp | 71.7%+21.1pp | 69.6%+23.3pp |
| Annual return | -2.26% | 68.91%-71.2pp | 16.93%-19.2pp | 7.63%-9.9pp |
| Employer contribution / active EE | $472 | $1,296-63.6% | $4,022-88.3% | $2,381-80.2% |
| Participant deferral / active EE | $1,355 | $2,280-40.6% | $3,344-59.5% | $3,470-60.9% |
| Admin fee / account holder | $3,661 | $3,501+4.6% | $5,019-27.1% | $4,888-25.1% |