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 | $15,847 | $75,828-79.1% | $147,614-89.3% | $59,632-73.4% |
| Participation rate | 94.3% | 71.6%+22.7pp | 84.6%+9.7pp | 68.7%+25.6pp |
| Annual return | -0.71% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,505 | $3,485-56.8% | $5,564-72.9% | $2,203-31.7% |
| Participant deferral / active EE | $1,140 | $3,130-63.6% | $4,895-76.7% | $3,192-64.3% |
| Admin fee / account holder | $603 | $5,985-89.9% | $11,611-94.8% | $4,297-86.0% |