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 | $52,059 | $76,000-31.5% | $154,107-66.2% | $64,186-18.9% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -5.32% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $3,093 | $3,351-7.7% | $5,298-41.6% | $2,381+29.9% |
| Participant deferral / active EE | $4,190 | $3,175+32.0% | $5,081-17.5% | $3,470+20.8% |
| Admin fee / account holder | $867 | $5,596-84.5% | $13,411-93.5% | $4,888-82.3% |