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 | $27,709 | $76,000-63.5% | $154,107-82.0% | $64,186-56.8% |
| Participation rate | 97.2% | 70.4%+26.8pp | 83.0%+14.2pp | 69.6%+27.7pp |
| Annual return | -5.61% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,654 | $3,351-20.8% | $5,298-49.9% | $2,381+11.5% |
| Participant deferral / active EE | $4,629 | $3,175+45.8% | $5,081-8.9% | $3,470+33.4% |
| Admin fee / account holder | $623 | $5,596-88.9% | $13,411-95.4% | $4,888-87.3% |