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 | $21,997 | $76,000-71.1% | $154,107-85.7% | $64,186-65.7% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $2,201 | $3,351-34.3% | $5,298-58.5% | $2,381-7.6% |
| Participant deferral / active EE | $5,895 | $3,175+85.7% | $5,081+16.0% | $3,470+69.9% |
| Admin fee / account holder | $5,286 | $5,596-5.5% | $13,411-60.6% | $4,888+8.1% |