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 | $99,820 | $76,000+31.3% | $154,107-35.2% | $64,186+55.5% |
| Participation rate | 70.0% | 70.4%-0.4pp | 83.0%-13.0pp | 69.6%+0.4pp |
| Annual return | -2.04% | 30.32%-32.4pp | 735.12%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,335 | $3,351-60.2% | $5,298-74.8% | $2,381-43.9% |
| Participant deferral / active EE | $7,240 | $3,175+128.0% | $5,081+42.5% | $3,470+108.7% |
| Admin fee / account holder | $7,757 | $5,596+38.6% | $13,411-42.2% | $4,888+58.7% |