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 | $40,677 | $76,000-46.5% | $154,107-73.6% | $64,186-36.6% |
| Participation rate | 75.5% | 70.4%+5.1pp | 83.0%-7.5pp | 69.6%+5.9pp |
| Annual return | -6.15% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $883 | $3,351-73.7% | $5,298-83.3% | $2,381-62.9% |
| Participant deferral / active EE | $2,068 | $3,175-34.9% | $5,081-59.3% | $3,470-40.4% |
| Admin fee / account holder | $2,391 | $5,596-57.3% | $13,411-82.2% | $4,888-51.1% |