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 | $28,400 | $76,000-62.6% | $154,107-81.6% | $64,186-55.8% |
| Participation rate | 76.5% | 70.4%+6.1pp | 83.0%-6.6pp | 69.6%+6.9pp |
| Annual return | -5.06% | 30.32%-35.4pp | 735.12%-740.2pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,188 | $3,351-64.6% | $5,298-77.6% | $2,381-50.1% |
| Participant deferral / active EE | $2,810 | $3,175-11.5% | $5,081-44.7% | $3,470-19.0% |
| Admin fee / account holder | $6,676 | $5,596+19.3% | $13,411-50.2% | $4,888+36.6% |