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 | $14,505 | $75,828-80.9% | $147,614-90.2% | $59,632-75.7% |
| Participation rate | 77.8% | 71.6%+6.2pp | 84.6%-6.8pp | 68.7%+9.1pp |
| Annual return | -0.15% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.28%-2041.4pp |
| Employer contribution / active EE | $376 | $3,485-89.2% | $5,564-93.2% | $2,203-82.9% |
| Participant deferral / active EE | $884 | $3,130-71.8% | $4,895-81.9% | $3,192-72.3% |
| Admin fee / account holder | $5,299 | $5,985-11.5% | $11,611-54.4% | $4,297+23.3% |