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 | $38,865 | $76,000-48.9% | $154,107-74.8% | $64,186-39.4% |
| Participation rate | 77.4% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.9pp |
| Annual return | -0.87% | 30.32%-31.2pp | 735.12%-736.0pp | 7.63%-8.5pp |
| Employer contribution / active EE | $2,675 | $3,351-20.2% | $5,298-49.5% | $2,381+12.3% |
| Participant deferral / active EE | $1,865 | $3,175-41.3% | $5,081-63.3% | $3,470-46.2% |
| Admin fee / account holder | $3,600 | $5,596-35.7% | $13,411-73.2% | $4,888-26.3% |