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 | $13,334 | $76,000-82.5% | $154,107-91.3% | $64,186-79.2% |
| Participation rate | 82.9% | 70.4%+12.4pp | 83.0%-0.2pp | 69.6%+13.3pp |
| Annual return | -6.07% | 30.32%-36.4pp | 735.12%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,212 | $3,351-4.2% | $5,298-39.4% | $2,381+34.9% |
| Participant deferral / active EE | $1,121 | $3,175-64.7% | $5,081-77.9% | $3,470-67.7% |
| Admin fee / account holder | $908 | $5,596-83.8% | $13,411-93.2% | $4,888-81.4% |