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 | $36,973 | $76,000-51.4% | $154,107-76.0% | $64,186-42.4% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -6.85% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $472 | $3,351-85.9% | $5,298-91.1% | $2,381-80.2% |
| Participant deferral / active EE | $5,370 | $3,175+69.1% | $5,081+5.7% | $3,470+54.8% |
| Admin fee / account holder | $1,241 | $5,596-77.8% | $13,411-90.7% | $4,888-74.6% |