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 | $19,249 | $76,000-74.7% | $154,107-87.5% | $64,186-70.0% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -7.23% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,617 | $3,351-51.7% | $5,298-69.5% | $2,381-32.1% |
| Participant deferral / active EE | $2,745 | $3,175-13.6% | $5,081-46.0% | $3,470-20.9% |
| Admin fee / account holder | $1,438 | $5,596-74.3% | $13,411-89.3% | $4,888-70.6% |