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 | $73,536 | $76,000-3.2% | $154,107-52.3% | $64,186+14.6% |
| Participation rate | 90.0% | 70.4%+19.6pp | 83.0%+7.0pp | 69.6%+20.4pp |
| Annual return | -3.83% | 30.32%-34.1pp | 735.12%-738.9pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,361 | $3,351-59.4% | $5,298-74.3% | $2,381-42.8% |
| Participant deferral / active EE | $5,005 | $3,175+57.6% | $5,081-1.5% | $3,470+44.2% |
| Admin fee / account holder | $3,389 | $5,596-39.4% | $13,411-74.7% | $4,888-30.7% |