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 | $86,464 | $76,000+13.8% | $154,107-43.9% | $64,186+34.7% |
| Participation rate | 82.4% | 70.4%+11.9pp | 83.0%-0.7pp | 69.6%+12.8pp |
| Annual return | -2.88% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $946 | $3,351-71.8% | $5,298-82.2% | $2,381-60.3% |
| Participant deferral / active EE | $4,400 | $3,175+38.6% | $5,081-13.4% | $3,470+26.8% |
| Admin fee / account holder | $29,513 | $5,596+427.4% | $13,411+120.1% | $4,888+503.8% |