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 | $23,010 | $76,000-69.7% | $154,107-85.1% | $64,186-64.2% |
| Participation rate | 87.0% | 70.4%+16.5pp | 83.0%+3.9pp | 69.6%+17.4pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,130 | $3,351-66.3% | $5,298-78.7% | $2,381-52.6% |
| Participant deferral / active EE | $2,308 | $3,175-27.3% | $5,081-54.6% | $3,470-33.5% |
| Admin fee / account holder | $594 | $5,596-89.4% | $13,411-95.6% | $4,888-87.9% |