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 | $31,575 | $76,000-58.5% | $154,107-79.5% | $64,186-50.8% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.1pp |
| Annual return | -3.79% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $1,858 | $3,351-44.5% | $5,298-64.9% | $2,381-21.9% |
| Participant deferral / active EE | $3,634 | $3,175+14.4% | $5,081-28.5% | $3,470+4.7% |
| Admin fee / account holder | $4,490 | $5,596-19.8% | $13,411-66.5% | $4,888-8.1% |