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 | $24,973 | $76,000-67.1% | $154,107-83.8% | $64,186-61.1% |
| Participation rate | 75.9% | 70.4%+5.5pp | 83.0%-7.1pp | 69.6%+6.4pp |
| Annual return | -6.17% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $640 | $3,351-80.9% | $5,298-87.9% | $2,381-73.1% |
| Participant deferral / active EE | $2,385 | $3,175-24.9% | $5,081-53.1% | $3,470-31.3% |
| Admin fee / account holder | $1,995 | $5,596-64.3% | $13,411-85.1% | $4,888-59.2% |