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 | $66,837 | $76,000-12.1% | $154,107-56.6% | $64,186+4.1% |
| Participation rate | 83.3% | 70.4%+12.9pp | 83.0%+0.3pp | 69.6%+13.8pp |
| Annual return | -5.03% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.7pp |
| Employer contribution / active EE | $3,068 | $3,351-8.4% | $5,298-42.1% | $2,381+28.9% |
| Participant deferral / active EE | $4,893 | $3,175+54.1% | $5,081-3.7% | $3,470+41.0% |
| Admin fee / account holder | $7,711 | $5,596+37.8% | $13,411-42.5% | $4,888+57.7% |