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 | $24,722 | $76,000-67.5% | $154,107-84.0% | $64,186-61.5% |
| Participation rate | 97.7% | 70.4%+27.3pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -3.35% | 30.32%-33.7pp | 735.12%-738.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $1,722 | $3,351-48.6% | $5,298-67.5% | $2,381-27.7% |
| Participant deferral / active EE | $2,236 | $3,175-29.6% | $5,081-56.0% | $3,470-35.5% |
| Admin fee / account holder | $11,118 | $5,596+98.7% | $13,411-17.1% | $4,888+127.5% |