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 | $38,789 | $76,000-49.0% | $154,107-74.8% | $64,186-39.6% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -4.78% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $2,254 | $3,351-32.7% | $5,298-57.5% | $2,381-5.3% |
| Participant deferral / active EE | $4,057 | $3,175+27.8% | $5,081-20.1% | $3,470+16.9% |
| Admin fee / account holder | $1,241 | $5,596-77.8% | $13,411-90.7% | $4,888-74.6% |