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 | $41,731 | $43,723-4.6% | $121,196-65.6% | $64,186-35.0% |
| Participation rate | 92.7% | 58.3%+34.4pp | 71.7%+20.9pp | 69.6%+23.1pp |
| Annual return | -5.80% | 68.91%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,945 | $1,296+50.1% | $4,022-51.6% | $2,381-18.3% |
| Participant deferral / active EE | $4,181 | $2,280+83.4% | $3,344+25.0% | $3,470+20.5% |
| Admin fee / account holder | $539 | $3,501-84.6% | $5,019-89.3% | $4,888-89.0% |