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 | $31,540 | $90,320-65.1% | $59,496-47.0% | $125,391-74.8% |
| Participation rate | 73.9% | 68.3%+5.6pp | 54.6%+19.4pp | 83.2%-9.3pp |
| Annual return | -0.27% | 369.13%-369.4pp | 182.05%-182.3pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,428 | $1,792-20.3% | $1,153+23.9% | $4,866-70.6% |
| Participant deferral / active EE | $1,249 | $2,716-54.0% | $1,829-31.7% | $5,352-76.7% |
| Admin fee / account holder | $2,972 | $3,063-3.0% | $2,232+33.1% | $9,540-68.8% |