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 | $48,682 | $76,000-35.9% | $154,107-68.4% | $64,186-24.2% |
| Participation rate | 84.8% | 70.4%+14.4pp | 83.0%+1.8pp | 69.6%+15.3pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,698 | $3,351-49.3% | $5,298-68.0% | $2,381-28.7% |
| Participant deferral / active EE | $3,345 | $3,175+5.4% | $5,081-34.2% | $3,470-3.6% |
| Admin fee / account holder | $893 | $5,596-84.0% | $13,411-93.3% | $4,888-81.7% |