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 | $13,910 | $76,000-81.7% | $154,107-91.0% | $64,186-78.3% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.8pp | 69.6%+29.2pp |
| Annual return | -1.66% | 30.32%-32.0pp | 735.12%-736.8pp | 7.63%-9.3pp |
| Employer contribution / active EE | $1,881 | $3,351-43.9% | $5,298-64.5% | $2,381-21.0% |
| Participant deferral / active EE | $2,136 | $3,175-32.7% | $5,081-58.0% | $3,470-38.4% |
| Admin fee / account holder | $920 | $5,596-83.6% | $13,411-93.1% | $4,888-81.2% |