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 | $47,412 | $43,723+8.4% | $121,196-60.9% | $64,186-26.1% |
| Participation rate | 78.1% | 58.3%+19.8pp | 71.7%+6.4pp | 69.6%+8.6pp |
| Annual return | -3.82% | 68.91%-72.7pp | 16.93%-20.8pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,981 | $1,296+130.0% | $4,022-25.9% | $2,381+25.2% |
| Participant deferral / active EE | $6,478 | $2,280+184.1% | $3,344+93.7% | $3,470+86.7% |
| Admin fee / account holder | $2,931 | $3,501-16.3% | $5,019-41.6% | $4,888-40.0% |