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 | $53,606 | $76,000-29.5% | $154,107-65.2% | $64,186-16.5% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -6.43% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,605 | $3,351-52.1% | $5,298-69.7% | $2,381-32.6% |
| Participant deferral / active EE | $2,955 | $3,175-6.9% | $5,081-41.8% | $3,470-14.8% |
| Admin fee / account holder | $5,903 | $5,596+5.5% | $13,411-56.0% | $4,888+20.8% |