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 | $37,780 | $76,000-50.3% | $154,107-75.5% | $64,186-41.1% |
| Participation rate | 78.1% | 70.4%+7.7pp | 83.0%-4.9pp | 69.6%+8.6pp |
| Annual return | -7.46% | 30.32%-37.8pp | 735.12%-742.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,950 | $3,175-38.6% | $5,081-61.6% | $3,470-43.8% |
| Admin fee / account holder | $698 | $5,596-87.5% | $13,411-94.8% | $4,888-85.7% |