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 | $36,931 | $76,000-51.4% | $154,107-76.0% | $64,186-42.5% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -5.76% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $3,929 | $3,351+17.3% | $5,298-25.8% | $2,381+65.0% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,653 | $5,596+18.9% | $13,411-50.4% | $4,888+36.1% |