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 | $67,997 | $76,000-10.5% | $154,107-55.9% | $64,186+5.9% |
| Participation rate | 96.6% | 70.4%+26.1pp | 83.0%+13.5pp | 69.6%+27.0pp |
| Annual return | -6.74% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,849 | $3,351-44.8% | $5,298-65.1% | $2,381-22.3% |
| Participant deferral / active EE | $3,630 | $3,175+14.3% | $5,081-28.5% | $3,470+4.6% |
| Admin fee / account holder | $2,414 | $5,596-56.9% | $13,411-82.0% | $4,888-50.6% |