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 | $28,505 | $76,000-62.5% | $154,107-81.5% | $64,186-55.6% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -7.54% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,487 | $3,351-25.8% | $5,298-53.1% | $2,381+4.4% |
| Participant deferral / active EE | $5,528 | $3,175+74.1% | $5,081+8.8% | $3,470+59.3% |
| Admin fee / account holder | $4,799 | $5,596-14.2% | $13,411-64.2% | $4,888-1.8% |