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 | $13,275 | $76,000-82.5% | $154,107-91.4% | $64,186-79.3% |
| Participation rate | 73.7% | 70.4%+3.3pp | 83.0%-9.4pp | 69.6%+4.1pp |
| Annual return | -7.87% | 30.32%-38.2pp | 735.12%-743.0pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,183 | $3,351-64.7% | $5,298-77.7% | $2,381-50.3% |
| Participant deferral / active EE | $1,990 | $3,175-37.3% | $5,081-60.8% | $3,470-42.6% |
| Admin fee / account holder | $1,357 | $5,596-75.8% | $13,411-89.9% | $4,888-72.2% |