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 | $34,518 | $76,000-54.6% | $154,107-77.6% | $64,186-46.2% |
| Participation rate | 80.0% | 70.4%+9.6pp | 83.0%-3.0pp | 69.6%+10.4pp |
| Annual return | -1.54% | 30.32%-31.9pp | 735.12%-736.7pp | 7.63%-9.2pp |
| Employer contribution / active EE | $1,020 | $3,351-69.6% | $5,298-80.7% | $2,381-57.2% |
| Participant deferral / active EE | $2,096 | $3,175-34.0% | $5,081-58.7% | $3,470-39.6% |
| Admin fee / account holder | $2,817 | $5,596-49.7% | $13,411-79.0% | $4,888-42.4% |