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 | $26,137 | $158,817-83.5% | $121,196-78.4% | $135,375-80.7% |
| Participation rate | 76.5% | 79.3%-2.8pp | 71.7%+4.7pp | 82.6%-6.2pp |
| Annual return | -7.19% | -0.64%-6.6pp | 16.93%-24.1pp | 519.73%-526.9pp |
| Employer contribution / active EE | $0 | $5,665-100.0% | $4,022-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,105 | $4,005-47.4% | $3,344-37.1% | $5,609-62.5% |
| Admin fee / account holder | $1,327 | $6,512-79.6% | $5,019-73.6% | $10,827-87.7% |