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 | $29,042 | $52,519-44.7% | $155,790-81.4% | $59,632-51.3% |
| Participation rate | 86.7% | 61.7%+25.0pp | 76.1%+10.6pp | 68.7%+18.0pp |
| Annual return | -1.63% | 53.51%-55.1pp | 71.54%-73.2pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,257 | $1,589-20.9% | $3,836-67.2% | $2,203-42.9% |
| Participant deferral / active EE | $1,859 | $3,084-39.7% | $4,797-61.3% | $3,192-41.8% |
| Admin fee / account holder | $6,972 | $3,540+97.0% | $7,478-6.8% | $4,297+62.2% |