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 | $17,248 | $76,000-77.3% | $154,107-88.8% | $64,186-73.1% |
| Participation rate | 83.6% | 70.4%+13.1pp | 83.0%+0.5pp | 69.6%+14.0pp |
| Annual return | -6.35% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,448 | $3,351-56.8% | $5,298-72.7% | $2,381-39.2% |
| Participant deferral / active EE | $1,190 | $3,175-62.5% | $5,081-76.6% | $3,470-65.7% |
| Admin fee / account holder | $3,490 | $5,596-37.6% | $13,411-74.0% | $4,888-28.6% |