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 | $47,282 | $76,000-37.8% | $154,107-69.3% | $64,186-26.3% |
| Participation rate | 92.5% | 70.4%+22.0pp | 83.0%+9.4pp | 69.6%+22.9pp |
| Annual return | -7.56% | 30.32%-37.9pp | 735.12%-742.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,434 | $3,351-57.2% | $5,298-72.9% | $2,381-39.8% |
| Participant deferral / active EE | $4,676 | $3,175+47.3% | $5,081-8.0% | $3,470+34.8% |
| Admin fee / account holder | $3,493 | $5,596-37.6% | $13,411-74.0% | $4,888-28.5% |