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 | $31,449 | $76,000-58.6% | $154,107-79.6% | $64,186-51.0% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | -5.83% | 30.32%-36.1pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,275 | $3,351-61.9% | $5,298-75.9% | $2,381-46.4% |
| Participant deferral / active EE | $2,073 | $3,175-34.7% | $5,081-59.2% | $3,470-40.3% |
| Admin fee / account holder | $325 | $5,596-94.2% | $13,411-97.6% | $4,888-93.4% |