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 | $41,762 | $82,630-49.5% | $64,105-34.9% | $125,391-66.7% |
| Participation rate | 76.5% | 75.9%+0.6pp | 68.2%+8.3pp | 83.2%-6.7pp |
| Annual return | 0.00% | 1489.72%-1489.7pp | 791.24%-791.2pp | 282.22%-282.2pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,227 | $3,608-66.0% | $2,822-56.5% | $5,352-77.1% |
| Admin fee / account holder | $331 | $6,382-94.8% | $4,499-92.6% | $9,540-96.5% |