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 | $22,384 | $76,000-70.5% | $154,107-85.5% | $64,186-65.1% |
| Participation rate | 82.2% | 70.4%+11.8pp | 83.0%-0.8pp | 69.6%+12.6pp |
| Annual return | -5.57% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $1,416 | $3,351-57.7% | $5,298-73.3% | $2,381-40.5% |
| Participant deferral / active EE | $2,161 | $3,175-31.9% | $5,081-57.5% | $3,470-37.7% |
| Admin fee / account holder | $2,903 | $5,596-48.1% | $13,411-78.4% | $4,888-40.6% |