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 | $47,268 | $76,000-37.8% | $154,107-69.3% | $64,186-26.4% |
| Participation rate | 81.3% | 70.4%+10.8pp | 83.0%-1.8pp | 69.6%+11.7pp |
| Annual return | -4.02% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $1,567 | $3,351-53.2% | $5,298-70.4% | $2,381-34.2% |
| Participant deferral / active EE | $2,991 | $3,175-5.8% | $5,081-41.1% | $3,470-13.8% |
| Admin fee / account holder | $1,070 | $5,596-80.9% | $13,411-92.0% | $4,888-78.1% |