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 | $29,664 | $76,000-61.0% | $154,107-80.8% | $64,186-53.8% |
| Participation rate | 70.7% | 70.4%+0.3pp | 83.0%-12.3pp | 69.6%+1.2pp |
| Annual return | -7.11% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $2,578 | $3,351-23.1% | $5,298-51.3% | $2,381+8.3% |
| Participant deferral / active EE | $3,711 | $3,175+16.9% | $5,081-27.0% | $3,470+7.0% |
| Admin fee / account holder | $3,078 | $5,596-45.0% | $13,411-77.1% | $4,888-37.0% |