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 | $88,941 | $76,000+17.0% | $154,107-42.3% | $64,186+38.6% |
| Participation rate | 78.6% | 70.4%+8.2pp | 83.0%-4.5pp | 69.6%+9.0pp |
| Annual return | -7.58% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,163 | $3,351-35.5% | $5,298-59.2% | $2,381-9.2% |
| Participant deferral / active EE | $3,147 | $3,175-0.9% | $5,081-38.1% | $3,470-9.3% |
| Admin fee / account holder | $1,030 | $5,596-81.6% | $13,411-92.3% | $4,888-78.9% |