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 | $22,022 | $75,828-71.0% | $147,614-85.1% | $59,632-63.1% |
| Participation rate | 74.7% | 71.6%+3.1pp | 84.6%-9.9pp | 68.7%+6.0pp |
| Annual return | -0.72% | 0.37%-1.1pp | 61.98%-62.7pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $1,806 | $3,485-48.2% | $5,564-67.6% | $2,203-18.0% |
| Participant deferral / active EE | $2,755 | $3,130-12.0% | $4,895-43.7% | $3,192-13.7% |
| Admin fee / account holder | $4,702 | $5,985-21.4% | $11,611-59.5% | $4,297+9.4% |