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 | $31,228 | $76,000-58.9% | $154,107-79.7% | $64,186-51.3% |
| Participation rate | 93.3% | 70.4%+22.9pp | 83.0%+10.3pp | 69.6%+23.8pp |
| Annual return | -1.12% | 30.32%-31.4pp | 735.12%-736.2pp | 7.63%-8.8pp |
| Employer contribution / active EE | $3,648 | $3,351+8.9% | $5,298-31.1% | $2,381+53.2% |
| Participant deferral / active EE | $6,896 | $3,175+117.2% | $5,081+35.7% | $3,470+98.8% |
| Admin fee / account holder | $2,136 | $5,596-61.8% | $13,411-84.1% | $4,888-56.3% |