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 | $30,988 | $76,000-59.2% | $154,107-79.9% | $64,186-51.7% |
| Participation rate | 73.2% | 70.4%+2.8pp | 83.0%-9.9pp | 69.6%+3.6pp |
| Annual return | -7.28% | 30.32%-37.6pp | 735.12%-742.4pp | 7.63%-14.9pp |
| Employer contribution / active EE | $1,662 | $3,351-50.4% | $5,298-68.6% | $2,381-30.2% |
| Participant deferral / active EE | $2,851 | $3,175-10.2% | $5,081-43.9% | $3,470-17.8% |
| Admin fee / account holder | $1,238 | $5,596-77.9% | $13,411-90.8% | $4,888-74.7% |