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 | $15,154 | $76,000-80.1% | $154,107-90.2% | $64,186-76.4% |
| Participation rate | 96.6% | 70.4%+26.2pp | 83.0%+13.6pp | 69.6%+27.0pp |
| Annual return | -5.15% | 30.32%-35.5pp | 735.12%-740.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,064 | $3,351-68.3% | $5,298-79.9% | $2,381-55.3% |
| Participant deferral / active EE | $2,783 | $3,175-12.3% | $5,081-45.2% | $3,470-19.8% |
| Admin fee / account holder | $2,462 | $5,596-56.0% | $13,411-81.6% | $4,888-49.6% |