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 | $14,622 | $76,000-80.8% | $154,107-90.5% | $64,186-77.2% |
| Participation rate | 94.3% | 70.4%+23.9pp | 83.0%+11.3pp | 69.6%+24.8pp |
| Annual return | -7.03% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,509 | $3,351-55.0% | $5,298-71.5% | $2,381-36.6% |
| Participant deferral / active EE | $2,173 | $3,175-31.6% | $5,081-57.2% | $3,470-37.4% |
| Admin fee / account holder | $1,039 | $5,596-81.4% | $13,411-92.3% | $4,888-78.7% |