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 | $28,430 | $76,000-62.6% | $154,107-81.6% | $64,186-55.7% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -1.02% | 30.32%-31.3pp | 735.12%-736.1pp | 7.63%-8.7pp |
| Employer contribution / active EE | $1,333 | $3,351-60.2% | $5,298-74.8% | $2,381-44.0% |
| Participant deferral / active EE | $3,350 | $3,175+5.5% | $5,081-34.1% | $3,470-3.5% |
| Admin fee / account holder | $4,335 | $5,596-22.5% | $13,411-67.7% | $4,888-11.3% |