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 | $62,902 | $76,000-17.2% | $154,107-59.2% | $64,186-2.0% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.0pp | 69.6%+28.5pp |
| Annual return | -7.96% | 30.32%-38.3pp | 735.12%-743.1pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,975 | $3,351-11.2% | $5,298-43.8% | $2,381+25.0% |
| Participant deferral / active EE | $5,581 | $3,175+75.8% | $5,081+9.8% | $3,470+60.8% |
| Admin fee / account holder | $426 | $5,596-92.4% | $13,411-96.8% | $4,888-91.3% |