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 | $61,238 | $75,828-19.2% | $147,614-58.5% | $59,632+2.7% |
| Participation rate | 98.8% | 71.6%+27.2pp | 84.6%+14.2pp | 68.7%+30.1pp |
| Annual return | -0.83% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $3,653 | $3,485+4.8% | $5,564-34.4% | $2,203+65.8% |
| Participant deferral / active EE | $2,913 | $3,130-7.0% | $4,895-40.5% | $3,192-8.7% |
| Admin fee / account holder | $3,063 | $5,985-48.8% | $11,611-73.6% | $4,297-28.7% |