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 | $21,984 | $76,000-71.1% | $154,107-85.7% | $64,186-65.7% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -6.82% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $903 | $3,351-73.0% | $5,298-82.9% | $2,381-62.1% |
| Participant deferral / active EE | $2,015 | $3,175-36.5% | $5,081-60.3% | $3,470-41.9% |
| Admin fee / account holder | $999 | $5,596-82.1% | $13,411-92.5% | $4,888-79.6% |