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 | $15,835 | $76,000-79.2% | $154,107-89.7% | $64,186-75.3% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.85% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,811 | $3,351-46.0% | $5,298-65.8% | $2,381-23.9% |
| Participant deferral / active EE | $1,914 | $3,175-39.7% | $5,081-62.3% | $3,470-44.8% |
| Admin fee / account holder | $347 | $5,596-93.8% | $13,411-97.4% | $4,888-92.9% |