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 | $37,891 | $76,000-50.1% | $154,107-75.4% | $64,186-41.0% |
| Participation rate | 77.8% | 70.4%+7.4pp | 83.0%-5.3pp | 69.6%+8.2pp |
| Annual return | -4.53% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.2pp |
| Employer contribution / active EE | $2,349 | $3,351-29.9% | $5,298-55.7% | $2,381-1.3% |
| Participant deferral / active EE | $4,507 | $3,175+41.9% | $5,081-11.3% | $3,470+29.9% |
| Admin fee / account holder | $2,032 | $5,596-63.7% | $13,411-84.8% | $4,888-58.4% |