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 | $20,112 | $76,000-73.5% | $154,107-86.9% | $64,186-68.7% |
| Participation rate | 72.2% | 70.4%+1.7pp | 83.0%-10.9pp | 69.6%+2.6pp |
| Annual return | -4.39% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $884 | $3,351-73.6% | $5,298-83.3% | $2,381-62.9% |
| Participant deferral / active EE | $1,315 | $3,175-58.6% | $5,081-74.1% | $3,470-62.1% |
| Admin fee / account holder | $1,585 | $5,596-71.7% | $13,411-88.2% | $4,888-67.6% |