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 | $17,073 | $75,828-77.5% | $147,614-88.4% | $59,632-71.4% |
| Participation rate | 94.8% | 71.6%+23.3pp | 84.6%+10.2pp | 68.7%+26.2pp |
| Annual return | -2.06% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,080 | $3,130-1.6% | $4,895-37.1% | $3,192-3.5% |
| Admin fee / account holder | $3,206 | $5,985-46.4% | $11,611-72.4% | $4,297-25.4% |