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 | $14,686 | $76,000-80.7% | $154,107-90.5% | $64,186-77.1% |
| Participation rate | 70.2% | 70.4%-0.2pp | 83.0%-12.8pp | 69.6%+0.6pp |
| Annual return | -5.63% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,299 | $3,351-61.2% | $5,298-75.5% | $2,381-45.4% |
| Participant deferral / active EE | $1,389 | $3,175-56.2% | $5,081-72.7% | $3,470-60.0% |
| Admin fee / account holder | $310 | $5,596-94.5% | $13,411-97.7% | $4,888-93.6% |