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 | $23,015 | $76,000-69.7% | $154,107-85.1% | $64,186-64.1% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -2.96% | 30.32%-33.3pp | 735.12%-738.1pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,588 | $3,351-52.6% | $5,298-70.0% | $2,381-33.3% |
| Participant deferral / active EE | $2,828 | $3,175-10.9% | $5,081-44.3% | $3,470-18.5% |
| Admin fee / account holder | $3,695 | $5,596-34.0% | $13,411-72.4% | $4,888-24.4% |