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 | $40,983 | $78,694-47.9% | $67,652-39.4% | $125,391-67.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -2.13% | 9.46%-11.6pp | 6625.04%-6627.2pp | 282.22%-284.3pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,270 | $4,292-70.4% | $3,560-64.3% | $5,352-76.3% |
| Admin fee / account holder | $1,401 | $7,403-81.1% | $4,821-70.9% | $9,540-85.3% |