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 | $32,178 | $57,354-43.9% | $83,848-61.6% | $64,186-49.9% |
| Participation rate | 70.9% | 68.6%+2.3pp | 76.1%-5.3pp | 69.6%+1.3pp |
| Annual return | -8.57% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,062 | $2,545-58.3% | $3,631-70.8% | $2,381-55.4% |
| Participant deferral / active EE | $2,022 | $2,993-32.5% | $4,082-50.5% | $3,470-41.7% |
| Admin fee / account holder | $576 | $4,046-85.8% | $5,478-89.5% | $4,888-88.2% |