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 | $32,642 | $43,723-25.3% | $121,196-73.1% | $64,186-49.1% |
| Participation rate | 77.4% | 58.3%+19.1pp | 71.7%+5.7pp | 69.6%+7.9pp |
| Annual return | -6.83% | 68.91%-75.7pp | 16.93%-23.8pp | 7.63%-14.5pp |
| Employer contribution / active EE | $247 | $1,296-80.9% | $4,022-93.8% | $2,381-89.6% |
| Participant deferral / active EE | $1,907 | $2,280-16.4% | $3,344-43.0% | $3,470-45.0% |
| Admin fee / account holder | $1,365 | $3,501-61.0% | $5,019-72.8% | $4,888-72.1% |