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 | $71,745 | $76,000-5.6% | $154,107-53.4% | $64,186+11.8% |
| Participation rate | 94.0% | 70.4%+23.6pp | 83.0%+11.0pp | 69.6%+24.4pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.12%-741.3pp | 7.63%-13.8pp |
| Employer contribution / active EE | $600 | $3,351-82.1% | $5,298-88.7% | $2,381-74.8% |
| Participant deferral / active EE | $4,847 | $3,175+52.6% | $5,081-4.6% | $3,470+39.7% |
| Admin fee / account holder | $914 | $5,596-83.7% | $13,411-93.2% | $4,888-81.3% |