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 | $50,210 | $76,000-33.9% | $154,107-67.4% | $64,186-21.8% |
| Participation rate | 77.2% | 70.4%+6.8pp | 83.0%-5.8pp | 69.6%+7.6pp |
| Annual return | -5.33% | 30.32%-35.7pp | 735.12%-740.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,516 | $3,351-54.7% | $5,298-71.4% | $2,381-36.3% |
| Participant deferral / active EE | $3,102 | $3,175-2.3% | $5,081-39.0% | $3,470-10.6% |
| Admin fee / account holder | $7,335 | $5,596+31.1% | $13,411-45.3% | $4,888+50.1% |