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 | $36,425 | $76,000-52.1% | $154,107-76.4% | $64,186-43.3% |
| Participation rate | 80.9% | 70.4%+10.4pp | 83.0%-2.2pp | 69.6%+11.3pp |
| Annual return | -0.20% | 30.32%-30.5pp | 735.12%-735.3pp | 7.63%-7.8pp |
| Employer contribution / active EE | $1,060 | $3,351-68.4% | $5,298-80.0% | $2,381-55.5% |
| Participant deferral / active EE | $4,659 | $3,175+46.7% | $5,081-8.3% | $3,470+34.3% |
| Admin fee / account holder | $14,859 | $5,596+165.5% | $13,411+10.8% | $4,888+204.0% |