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 | $50,112 | $76,000-34.1% | $154,107-67.5% | $64,186-21.9% |
| Participation rate | 88.5% | 70.4%+18.0pp | 83.0%+5.4pp | 69.6%+18.9pp |
| Annual return | -6.55% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $2,358 | $3,351-29.6% | $5,298-55.5% | $2,381-1.0% |
| Participant deferral / active EE | $4,596 | $3,175+44.7% | $5,081-9.5% | $3,470+32.5% |
| Admin fee / account holder | $2,429 | $5,596-56.6% | $13,411-81.9% | $4,888-50.3% |