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 | $13,864 | $76,000-81.8% | $154,107-91.0% | $64,186-78.4% |
| Participation rate | 71.2% | 70.4%+0.7pp | 83.0%-11.9pp | 69.6%+1.6pp |
| Annual return | -7.27% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $737 | $3,351-78.0% | $5,298-86.1% | $2,381-69.0% |
| Participant deferral / active EE | $910 | $3,175-71.3% | $5,081-82.1% | $3,470-73.8% |
| Admin fee / account holder | $1,201 | $5,596-78.5% | $13,411-91.0% | $4,888-75.4% |