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 | $40,967 | $76,000-46.1% | $154,107-73.4% | $64,186-36.2% |
| Participation rate | 98.7% | 70.4%+28.3pp | 83.0%+15.7pp | 69.6%+29.1pp |
| Annual return | -3.04% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,606 | $3,351-52.1% | $5,298-69.7% | $2,381-32.6% |
| Participant deferral / active EE | $2,881 | $3,175-9.3% | $5,081-43.3% | $3,470-17.0% |
| Admin fee / account holder | $1,934 | $5,596-65.4% | $13,411-85.6% | $4,888-60.4% |