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 | $19,512 | $76,000-74.3% | $154,107-87.3% | $64,186-69.6% |
| Participation rate | 97.9% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.3pp |
| Annual return | -6.00% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,324 | $3,351-30.7% | $5,298-56.1% | $2,381-2.4% |
| Participant deferral / active EE | $980 | $3,175-69.1% | $5,081-80.7% | $3,470-71.8% |
| Admin fee / account holder | $1,368 | $5,596-75.6% | $13,411-89.8% | $4,888-72.0% |