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 | $25,225 | $49,177-48.7% | $79,464-68.3% | $64,186-60.7% |
| Participation rate | 85.7% | 65.0%+20.7pp | 73.3%+12.4pp | 69.6%+16.1pp |
| Annual return | -5.84% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,847 | $2,076-11.0% | $2,800-34.0% | $2,381-22.4% |
| Participant deferral / active EE | $3,113 | $2,821+10.3% | $3,704-16.0% | $3,470-10.3% |
| Admin fee / account holder | $414 | $3,839-89.2% | $5,113-91.9% | $4,888-91.5% |