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 | $41,623 | $76,000-45.2% | $154,107-73.0% | $64,186-35.2% |
| Participation rate | 98.8% | 70.4%+28.4pp | 83.0%+15.7pp | 69.6%+29.2pp |
| Annual return | -3.57% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $873 | $3,351-73.9% | $5,298-83.5% | $2,381-63.3% |
| Participant deferral / active EE | $2,629 | $3,175-17.2% | $5,081-48.3% | $3,470-24.2% |
| Admin fee / account holder | $5,003 | $5,596-10.6% | $13,411-62.7% | $4,888+2.3% |