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 | $41,367 | $90,320-54.2% | $59,496-30.5% | $125,391-67.0% |
| Participation rate | 91.7% | 68.3%+23.4pp | 54.6%+37.1pp | 83.2%+8.5pp |
| Annual return | -1.74% | 369.13%-370.9pp | 182.05%-183.8pp | 282.22%-284.0pp |
| Employer contribution / active EE | $406 | $1,792-77.4% | $1,153-64.8% | $4,866-91.7% |
| Participant deferral / active EE | $1,841 | $2,716-32.2% | $1,829+0.6% | $5,352-65.6% |
| Admin fee / account holder | $10,364 | $3,063+238.4% | $2,232+364.3% | $9,540+8.6% |