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 | $59,458 | $76,000-21.8% | $154,107-61.4% | $64,186-7.4% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -2.48% | 30.32%-32.8pp | 735.12%-737.6pp | 7.63%-10.1pp |
| Employer contribution / active EE | $2,170 | $3,351-35.2% | $5,298-59.0% | $2,381-8.8% |
| Participant deferral / active EE | $5,370 | $3,175+69.1% | $5,081+5.7% | $3,470+54.8% |
| Admin fee / account holder | $829 | $5,596-85.2% | $13,411-93.8% | $4,888-83.0% |