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 | $26,102 | $76,000-65.7% | $154,107-83.1% | $64,186-59.3% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.7pp | 69.6%+28.2pp |
| Annual return | -7.01% | 30.32%-37.3pp | 735.12%-742.1pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,975 | $3,351-41.1% | $5,298-62.7% | $2,381-17.1% |
| Participant deferral / active EE | $2,788 | $3,175-12.2% | $5,081-45.1% | $3,470-19.7% |
| Admin fee / account holder | $8,043 | $5,596+43.7% | $13,411-40.0% | $4,888+64.6% |