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 | $19,434 | $76,000-74.4% | $154,107-87.4% | $64,186-69.7% |
| Participation rate | 89.7% | 70.4%+19.3pp | 83.0%+6.7pp | 69.6%+20.2pp |
| Annual return | -7.48% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $695 | $3,351-79.3% | $5,298-86.9% | $2,381-70.8% |
| Participant deferral / active EE | $3,503 | $3,175+10.3% | $5,081-31.1% | $3,470+1.0% |
| Admin fee / account holder | $2,009 | $5,596-64.1% | $13,411-85.0% | $4,888-58.9% |