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 | $28,370 | $131,829-78.5% | $108,579-73.9% | $273,961-89.6% |
| Participation rate | 73.7% | 83.5%-9.8pp | 79.6%-5.9pp | 83.0%-9.3pp |
| Annual return | 6.78% | -91.57%+98.3pp | -51.70%+58.5pp | 41.45%-34.7pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,725 | $5,127-46.9% | $4,311-36.8% | $5,287-48.5% |
| Admin fee / account holder | $3,125 | $10,252-69.5% | $7,645-59.1% | $10,132-69.2% |