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 | $28,968 | $77,813-62.8% | $123,544-76.6% | $64,186-54.9% |
| Participation rate | 82.1% | 74.7%+7.3pp | 82.3%-0.2pp | 69.6%+12.5pp |
| Annual return | -1.09% | 12.48%-13.6pp | 119.20%-120.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $2,252 | $3,014-25.3% | $4,628-51.3% | $2,381-5.4% |
| Participant deferral / active EE | $4,874 | $5,240-7.0% | $6,426-24.1% | $3,470+40.5% |
| Admin fee / account holder | $4,999 | $5,519-9.4% | $9,284-46.2% | $4,888+2.3% |