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 | $17,757 | $76,000-76.6% | $154,107-88.5% | $64,186-72.3% |
| Participation rate | 85.1% | 70.4%+14.7pp | 83.0%+2.1pp | 69.6%+15.5pp |
| Annual return | -3.47% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $907 | $3,351-72.9% | $5,298-82.9% | $2,381-61.9% |
| Participant deferral / active EE | $1,453 | $3,175-54.2% | $5,081-71.4% | $3,470-58.1% |
| Admin fee / account holder | $3,437 | $5,596-38.6% | $13,411-74.4% | $4,888-29.7% |