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 | $24,447 | $76,000-67.8% | $154,107-84.1% | $64,186-61.9% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.6pp | 69.6%+29.1pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.12%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,459 | $3,351-56.5% | $5,298-72.5% | $2,381-38.7% |
| Participant deferral / active EE | $2,239 | $3,175-29.5% | $5,081-55.9% | $3,470-35.5% |
| Admin fee / account holder | $1,186 | $5,596-78.8% | $13,411-91.2% | $4,888-75.7% |