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 | $23,832 | $43,723-45.5% | $121,196-80.3% | $64,186-62.9% |
| Participation rate | 88.9% | 58.3%+30.6pp | 71.7%+17.1pp | 69.6%+19.3pp |
| Annual return | -3.28% | 68.91%-72.2pp | 16.93%-20.2pp | 7.63%-10.9pp |
| Employer contribution / active EE | $2,726 | $1,296+110.3% | $4,022-32.2% | $2,381+14.5% |
| Participant deferral / active EE | $4,028 | $2,280+76.7% | $3,344+20.4% | $3,470+16.1% |
| Admin fee / account holder | $531 | $3,501-84.8% | $5,019-89.4% | $4,888-89.1% |