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 | $17,194 | $76,000-77.4% | $154,107-88.8% | $64,186-73.2% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -4.56% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $864 | $3,351-74.2% | $5,298-83.7% | $2,381-63.7% |
| Participant deferral / active EE | $980 | $3,175-69.1% | $5,081-80.7% | $3,470-71.7% |
| Admin fee / account holder | $1,274 | $5,596-77.2% | $13,411-90.5% | $4,888-73.9% |