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 | $36,909 | $57,354-35.6% | $83,848-56.0% | $64,186-42.5% |
| Participation rate | 95.6% | 68.6%+26.9pp | 76.1%+19.4pp | 69.6%+26.0pp |
| Annual return | -4.23% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $3,405 | $2,545+33.8% | $3,631-6.2% | $2,381+43.0% |
| Participant deferral / active EE | $4,845 | $2,993+61.9% | $4,082+18.7% | $3,470+39.6% |
| Admin fee / account holder | $15,142 | $4,046+274.3% | $5,478+176.4% | $4,888+209.8% |