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 | $36,826 | $76,000-51.5% | $154,107-76.1% | $64,186-42.6% |
| Participation rate | 70.9% | 70.4%+0.5pp | 83.0%-12.1pp | 69.6%+1.3pp |
| Annual return | -3.96% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,575 | $3,351-53.0% | $5,298-70.3% | $2,381-33.9% |
| Participant deferral / active EE | $3,169 | $3,175-0.2% | $5,081-37.6% | $3,470-8.7% |
| Admin fee / account holder | $4,438 | $5,596-20.7% | $13,411-66.9% | $4,888-9.2% |