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 | $14,187 | $76,000-81.3% | $154,107-90.8% | $64,186-77.9% |
| Participation rate | 73.2% | 70.4%+2.8pp | 83.0%-9.9pp | 69.6%+3.6pp |
| Annual return | -6.55% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $854 | $3,351-74.5% | $5,298-83.9% | $2,381-64.1% |
| Participant deferral / active EE | $1,467 | $3,175-53.8% | $5,081-71.1% | $3,470-57.7% |
| Admin fee / account holder | $811 | $5,596-85.5% | $13,411-94.0% | $4,888-83.4% |