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 | $16,559 | $60,124-72.5% | $90,404-81.7% | $79,858-79.3% |
| Participation rate | 95.2% | 65.0%+30.3pp | 72.7%+22.6pp | 69.6%+25.6pp |
| Annual return | 24.06% | 71.94%-47.9pp | 1293.02%-1269.0pp | 31.71%-7.7pp |
| Employer contribution / active EE | $1,041 | $2,068-49.6% | $3,262-68.1% | $2,471-57.9% |
| Participant deferral / active EE | $1,317 | $2,938-55.2% | $3,963-66.8% | $3,740-64.8% |
| Admin fee / account holder | $4,110 | $3,976+3.4% | $5,611-26.7% | $5,306-22.5% |