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 | $42,847 | $76,000-43.6% | $154,107-72.2% | $64,186-33.2% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -6.02% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,407 | $3,351-28.2% | $5,298-54.6% | $2,381+1.1% |
| Participant deferral / active EE | $2,731 | $3,175-14.0% | $5,081-46.2% | $3,470-21.3% |
| Admin fee / account holder | $7,355 | $5,596+31.4% | $13,411-45.2% | $4,888+50.5% |