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 | $23,322 | $76,000-69.3% | $154,107-84.9% | $64,186-63.7% |
| Participation rate | 96.8% | 70.4%+26.4pp | 83.0%+13.7pp | 69.6%+27.2pp |
| Annual return | -1.89% | 30.32%-32.2pp | 735.12%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $1,497 | $3,351-55.3% | $5,298-71.7% | $2,381-37.1% |
| Participant deferral / active EE | $3,394 | $3,175+6.9% | $5,081-33.2% | $3,470-2.2% |
| Admin fee / account holder | $5,220 | $5,596-6.7% | $13,411-61.1% | $4,888+6.8% |