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 | $14,558 | $76,000-80.8% | $154,107-90.6% | $64,186-77.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.20% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $829 | $3,351-75.3% | $5,298-84.3% | $2,381-65.2% |
| Participant deferral / active EE | $2,073 | $3,175-34.7% | $5,081-59.2% | $3,470-40.3% |
| Admin fee / account holder | $462 | $5,596-91.7% | $13,411-96.6% | $4,888-90.5% |