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 | $21,936 | $76,000-71.1% | $154,107-85.8% | $64,186-65.8% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -7.05% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,883 | $3,351-43.8% | $5,298-64.5% | $2,381-20.9% |
| Participant deferral / active EE | $2,087 | $3,175-34.3% | $5,081-58.9% | $3,470-39.9% |
| Admin fee / account holder | $840 | $5,596-85.0% | $13,411-93.7% | $4,888-82.8% |