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 | $17,755 | $76,000-76.6% | $154,107-88.5% | $64,186-72.3% |
| Participation rate | 98.5% | 70.4%+28.1pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | -3.05% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,384 | $3,351-58.7% | $5,298-73.9% | $2,381-41.9% |
| Participant deferral / active EE | $1,314 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $14,011 | $5,596+150.4% | $13,411+4.5% | $4,888+186.6% |