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 | $29,574 | $76,000-61.1% | $154,107-80.8% | $64,186-53.9% |
| Participation rate | 84.7% | 70.4%+14.3pp | 83.0%+1.7pp | 69.6%+15.2pp |
| Annual return | -4.51% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,015 | $3,351-69.7% | $5,298-80.8% | $2,381-57.4% |
| Participant deferral / active EE | $3,761 | $3,175+18.4% | $5,081-26.0% | $3,470+8.4% |
| Admin fee / account holder | $533 | $5,596-90.5% | $13,411-96.0% | $4,888-89.1% |