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 | $22,365 | $76,000-70.6% | $154,107-85.5% | $64,186-65.2% |
| Participation rate | 75.0% | 70.4%+4.6pp | 83.0%-8.0pp | 69.6%+5.4pp |
| Annual return | -4.31% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $518 | $3,351-84.5% | $5,298-90.2% | $2,381-78.2% |
| Participant deferral / active EE | $1,934 | $3,175-39.1% | $5,081-61.9% | $3,470-44.3% |
| Admin fee / account holder | $1,068 | $5,596-80.9% | $13,411-92.0% | $4,888-78.1% |