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 | $44,227 | $76,000-41.8% | $154,107-71.3% | $64,186-31.1% |
| Participation rate | 75.3% | 70.4%+4.9pp | 83.0%-7.7pp | 69.6%+5.8pp |
| Annual return | -7.42% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $850 | $3,351-74.6% | $5,298-84.0% | $2,381-64.3% |
| Participant deferral / active EE | $4,375 | $3,175+37.8% | $5,081-13.9% | $3,470+26.1% |
| Admin fee / account holder | $3,384 | $5,596-39.5% | $13,411-74.8% | $4,888-30.8% |