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 | $29,586 | $76,000-61.1% | $154,107-80.8% | $64,186-53.9% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.8pp | 69.6%+27.2pp |
| Annual return | -3.92% | 30.32%-34.2pp | 735.12%-739.0pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,777 | $3,351-47.0% | $5,298-66.5% | $2,381-25.4% |
| Participant deferral / active EE | $3,114 | $3,175-1.9% | $5,081-38.7% | $3,470-10.3% |
| Admin fee / account holder | $3,981 | $5,596-28.9% | $13,411-70.3% | $4,888-18.6% |