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 | $18,158 | $76,000-76.1% | $154,107-88.2% | $64,186-71.7% |
| Participation rate | 70.3% | 70.4%-0.1pp | 83.0%-12.8pp | 69.6%+0.7pp |
| Annual return | -2.80% | 30.32%-33.1pp | 735.12%-737.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $748 | $3,351-77.7% | $5,298-85.9% | $2,381-68.6% |
| Participant deferral / active EE | $2,218 | $3,175-30.2% | $5,081-56.4% | $3,470-36.1% |
| Admin fee / account holder | $1,146 | $5,596-79.5% | $13,411-91.5% | $4,888-76.6% |